Job Title

Financial Planner / Investment Analyst

Job City

Bangalore

Company Profile

Wealth Management

Job Profile & Responsibilities

• Making financial plans presentation
• Making execution plans and Excel macros
• Working on complex financial planning calculation
• Working on mutual fund research and data analysis
• Writing research reports on various sectors
• Making various product presentations
• Working closely with the Investment advisor on the Portfolio analysis.

Prefered Qualifications

Any Graduate & CFP or QPFP.

Desired Candidate Profile

• CFP with 2-3 years of work experience
• Strong understanding of advanced financial planning concepts and how to build a model portfolio.
• Excellent computer skills (Word, PowerPoint, Excel, and preferably Morning Star software )

Additional Details

Health Insurance, Performance-based on incentives.

Salary Range

3.5 to 6.5 lakhs per annum.

How to Apply

careers@armstrong-cap.com