Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
Be an integral member of the advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
Deliver sound investment advice and strategies based on market performance
Develop and implement project management methodologies and best practices to build on the teams skills and abilities
Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards
Currently handling portfolio of above 10CR in equity and giving consistent returns on quarterly basis.
Preparation of detailed financial statements and in-depth Analysis & Valuation of companies under coverage.
Working independently on companies for preparing detailed financial models and preparing detailed equity research reports.
Preparing peer comparison analysis to identify the potential company for investment, following every news for the same.
Tracking major events across global markets, specifically equity markets and analysing their effects on the local stock markets and related asset classes.
Analysing stock specific movements.
Tracking sharp movements on certain stocks, and analysing daily, monthly movements and finding reasons for the same.
New Stocks idea generation
Experience
4 - 9 Years
No. of Openings
1
Education
B.C.A, B.B.A, B.Com, M.Com
Role
Senior Financial Analyst
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office