Armstrong Capital & Financial Services Pvt. Ltd

Bangalore 13 Jun 2022

Job Title

Financial Planner / Investment Analyst

Job City


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