RightFocus Investments Pvt. Ltd.

Bangalore 19 Aug 2021 https://www.finatoz.com/

Job Title

Associate Investment Analyst (No. of positions - 2)

Job City


Company Profile

  • FinAtoZ is India’s 1st Goal-based Wealth Management Services company.
  • Promoted by IIT & IIM graduates.
  • We believe the financial advisory space in India is uniquely placed to take advantage of 5G internet connection & mobile.
  • FinAtoZ is a 7yr old company with a good work-life balance

Job Profile & Responsibilities

  • Creation of Review and Goal Planning reports.
  • Coordination with Operations team and customers.
  • Review Template updation on a Quarterly Basis.
  • Customer’s portfolio analysis & recommendation (for investments products like MFs, Stocks, ULIPS, PMS, real estate, etc).
  • Investment Audit report on a Monthly Basis.

Prefered Qualifications

  • Graduate in the field of Finance (Post Graduates will be preferred).

Desired Candidate Profile

  • Proficient in using Microsoft Excel.
  • Desired – Mutual Funds, PMS, Real estate, and other investment products understanding (NISM Mutual Fund- V-A is preferred).
  • Work Experience – 1yr +, Female candidates who have taken a break earlier are most welcome to re-start their professional life with us.

Additional Details

Candidates should look at this role as a stepping stone to become Financial Advisor within the company.

Salary Range

Salary range around 3 to 4 lakhs / annum

How to Apply

info@finatoz.com / 9900142993