Plan Ahead Wealth Advisors Pvt. Ltd.

Mumbai 19 Aug 2021

Job Title

Investment Analyst & Product Management Associate

Job City


Company Profile

“We add time to the lives of busy and successful professionals and senior management executives across the globe, by helping them have a panoramic view of their finances by providing a personalized and unbiased analysis of their finances, resources and life goals, we empower client families and guide them so that they have the time and freedom to do the things they would truly like to do.”

Job Profile & Responsibilities

Detailed research on multiple financial products with agreed turnaround timelines –

  • Mutual funds, Equities, PMS, Fixed Income, Real Estate, Commodities, Alternative assets Life Insurance / Health insurance / Other insurance
  • Financial Planning and Personal Finance Trends
  • Macro Economy / Domestic and Global Economy
  • Portfolio design, upkeep, analysis and presentation
  • New Product sourcing, development , tie-ups and management
  • Initiatives on introduction of new product / services / packages / solutions
  • Writing research reports on multiple products and asset classes within agreed turnaround timelines
  • Creation of house view and market outlook within agreed turnaround timelines
  • Regular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on markets and products
  • Daily meetings for sharing macro views on global/local economy and global/local financial markets
  • Sharing research/investment updates with clients and teams on an ongoing basis through presentations
  • Content creation for client and team communications – newsletters, website, social media, blogs, case studies, articles, etc
  • Coordination with marketing consultants for necessary inputs, and for effective dissemination of Plan Ahead content to clients
  • Updation of website, blog, social media to showcase research content
  • Assisting planning team for inputs and in client queries linked to planning and portfolio queries
  • Research software housekeeping and evaluation of new softwares
  • Maintenance of research calendars and scheduling research projects

Prefered Qualifications

  • CFA/CFP/QPFP/M.Com/ MBA / PGDM preferred
  • NISM V A, CM DM, NISM X A, X B certifications would be preferred

Desired Candidate Profile

  • Must have excellent analytical ability and good communication skills
  • Work experience in wealth management, mutual funds, capital markets in a research role would be preferred
  • Strong passion for working in a fast-paced and result-oriented environment
  • 2-3 years of relevant experience preferred
  • Updated knowledge of stock markets, debt markets, mutual funds, insurance, and other areas such as Gold,
  • Real Estate, Commodities, Macro-economics is a must

Additional Details

Salary Range

As per industry standards

How to Apply