FAMILY OFFICE ANALYST

Job Responsibilities Will Include:

• Prepare Family office proposals
• Conduct Periodic portfolio reviews
• Provide portfolio analysis and recommendations
• Prepare customized portfolio reports on a bespoke basis
• Provide reporting and tax support
• Ensure of investment activities and reporting
• Be part of the FO client discussions where required
• Be available on time to support on last minute engagements

Required Skills, Experience and Certification

• CFP/CWM certified or pursuing/NISM Advisory certification
• 2-4 years of experience in Wealth management industry preferably in FO setup
• Fair understanding of MFs, PMS, AIF, Insurance, real estate and other products
• Strong excel and PowerPoint skills
• Good English Skills – both written and communication
• Passionate to grow in wealth advisory and learn about the markets and industries
• Ability to adhere to the processes and closure of the assignment

Location: Bangalore

Job Type: Full-time, Permanent