Leading Wealth Mgt and financial advisory firm requires Investment and Wealth analyst Mumbai BKC We are looking out for Investment and Financial analyst for our client office at BKC in Mumbai Role Description Objectives of this role Conducting indepth research and financial analysis of markets securities industries economies and companies to identify investment opportunities Providing detailed financial models and valuation reports on stocks bonds and other investment assets Monitoring market trends economic indicators and relevant news that affect the investment landscape Preparing and presenting investment recommendations to portfolio managers clients or senior management Evaluating the financial health and growth potential of companies through balance sheets income statements and other financial documents Assisting in the construction and rebalancing of investment portfolios based on client needs and market conditions Collaborating with other investment professionals including portfolio managers and analysts to discuss strategies and market insights and align recommendations Developing performance reports and presenting findings on various investments sectors and markets Maintaining strong relationships with industry professionals including brokers analysts and economists Your tasks Build and maintain financial models to assess the valuation of stocks bonds and other assets Identify investment opportunities based on both qualitative and quantitative analysis Analyse financial statements key performance indicators KPIs and industry benchmarks Perform valuation analyses using methods like discounted cash flow DCF comparable company analysis CCA and precedent transactions Gather and interpret macroeconomic data to inform investment strategies Support due diligence processes for potential acquisitions or investment opportunities Maintain and enhance databases of financial market and industry information Prepare investment reports presentations and recommendations for senior management and clients Evaluate the risk and potential return of various investment assets or portfolios Ensure compliance with financial regulations and internal policies regarding investments and trading practices Stay updated on economic trends market news and regulatory developments to anticipate investment risks and opportunities Required skills and qualifications Bachelors degree in Finance Economics Business Administration or a related field Over 5 years of demonstrable experience in investment analysis financial modelling financial analysis portfolio management or related roles Robust understanding of financial markets investment products and economic principles in India and globally Proficiency in financial software databases and tools such as Bloomberg Excel and Power BI Solid understanding of risk management principles and portfolio construction Ability to analyse financial statements and develop valuation models for different asset classes Strong research analytical and quantitative analysis skills with attention to detail Excellent written and verbal communication skills to clearly present investment research and financial insights to stakeholders Ability to work independently and within a team in a fastpaced environment A proactive approach to learning and adapting to market changes Preferred skills and qualifications Advanced degrees or certifications such as CFA Chartered Financial Analyst Experience with advanced financial modelling and data analysis tools Python SQL Knowledge of equity fixedincome and alternative investment products Experience with portfolio management systems and investment platforms Knowledge of tax laws regulations and their impact on investment strategies Familiarity with global markets and macroeconomic indicators if the position interests you and you find a fitment kindly share your cv at hidden email or contact Rajat hidden mobile Kindly share the following details Current ctc n notice period Expected ctc Relevant experience as Investment and Financial analyst in a wealth mt company