RightFocus Investments Pvt. Ltd.
Bangalore 19 Aug 2021 https://www.finatoz.com/
Job Title
Associate Investment Analyst (No. of positions - 2)
Job City
Bangalore
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