Portfolio Analyst

About Us –

PeakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others’ money as we would our own. Nineteen years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.

People are at the center of what we do because money ultimately must work for people and help them realize their goals.

With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families and individuals.

PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives.

Job Location – Bangalore (Hybrid)

Reporting to – Senior Manager and above

Key Responsibilities –

- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client advantages
- Ensuring active client engagement and participation in financial planning through after-sales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals.



Job involves working with reasonable targets
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events
- Conducting workshops in organizations as part of go-to market strategy

Qualifications –

- Postgraduate in any discipline
- Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
- Minimum 1 year of industry experience
- Candidates with experience in financial services industry is mandatory

Required Skills-

- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a simple manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships

Benefits –

- Growth and learning opportunities, working with the best financial advisors in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for advancement and development
- An opportunity to work in a high impact role
- Competitive remuneration and incentive structure

**Please send your resumes to [email protected] and be part of an organization that is on
a high growth trajectory! **

***We are an Equal opportunity employer***

📌 Portfolio Analyst (India)
🏢 peakalpha investment services
📍 India