Senior Investment Analyst

\*\*Investment Analyst\*\*

\*\*Location:\*\* Mumbai (BKC)

\*\*Client:\*\* Leading Wealth Management \& Financial Advisory Firm

Our client is a leading Multi\-Family Office and Wealth Management firm, backed by a well\-established financial services organization with over 20 years of expertise in Treasury, FX, and Investment Advisory. The firm provides customized wealth and investment solutions to HNIs, Family Offices, Trusts, and Corporate Clients, managing multi\-billion\-dollar client portfolios.

\#\#\# Key Responsibilities

\* Conduct investment research across equities, fixed income, industries, companies, and macroeconomic trends.

\* Build financial models and perform valuation using DCF, Comparable Company Analysis (CCA), and other valuation methodologies.

\* Analyze financial statements, KPIs, and market data to identify investment opportunities.

\* Prepare investment reports, presentations, and recommendations for senior management and clients.

\* Support portfolio construction, rebalancing, and investment due diligence.

\* Monitor market developments, economic indicators, and regulatory changes.

\* Collaborate with portfolio managers and maintain relationships with industry professionals.

\#\#\# Required Skills \& Experience

\* Bachelor's degree in Finance, Economics, Business, or a related field.

\* 5\+ years of experience in Investment Analysis, Equity Research, Financial Modelling, Portfolio Management, or Financial Analysis.

\* Strong understanding of financial markets, valuation techniques, and investment products.

\* Proficiency in Advanced Excel, Bloomberg, Power BI, and financial databases.

\* Excellent analytical, quantitative, communication, and presentation skills.

\* Ability to work independently in a fast\-paced environment.

\#\#\# Preferred Qualifications

\* CFA (completed ) or other relevant certifications.

\* Experience with Python, SQL, or advanced data analytics tools.

\* Exposure to equity, fixed income, alternative investments, and global markets.

\*\*Location:\*\* Mumbai (BKC)

\*\*Experience:\*\* 5\+ Years

Pay: ₹1,600,000\.00 \- ₹2,500,000\.00 per year

Work Location: In person