Analyst/ Associate - Investment Advisory

This role will involve working closely with Nuvama Private - Bankers and advising on investment strategies to clients, conducting market analysis and providing portfolio management support. Job Role / Responsibilities:

• Performing detailed portfolio reviews for clients (UHNI, Family Offices, Corporate Treasuries).
• In-depth analysis of current asset allocation, performance metrics, and risk exposure to ensure alignment with clients' financial goals.
• Developing and implementing strategic asset allocation plans to optimize portfolio performance while taking care of client’s financial requirements and risk profile, ensuring clients are well-informed about market trends and investment options.
• Conducting comprehensive market analysis
• Providing exceptional service by promptly addressing client queries and maintaining strong, ongoing relationships with the clients.
• Stakeholder management

• Knowledge and understanding of asset classes such as equity, debt, and alternatives.
• Product and regulatory understanding of Mutual funds, Bonds, PMS, and AIF,
• Understanding/ Experience working on tools like Bloomberg, Ace MF, Finacle etc. for precise portfolio analysis.
• Ability to work with Power-point and build out collaterals

• Client centricity: Strong commitment to understanding and meeting client needs.
• Eye for Detail: Ability to manage multiple tasks with accuracy and thoroughness.
• Analytical thinking: Ability to research and analyse complex issues and develop solutions