About the Role
Financial Analyst
Preferred Experience - 3+ Years
Location - Gurgaon
Employment Type - Full Time
Job Description –
- Providing clients with regular updates on their investments, including changes in value and performance compared to industry benchmarks
- Conducting research to identify new investments, evaluate their potential, and monitor their performance over time.
- The analyst's role include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients.
- Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities.
- As...
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