Description

Creating Investment Portfolios of clients to achieve the goal Perform periodic portfolio review and rebalancing Work on financial stock advisory for clients (insights into future investments) Work on projects related to mutual funds and stock market Work on the Valuation of the Company, Financial Statement Analysis, Strategic Analysis, Mergers & Acquisition Insights, and Merchant Banking Prepare presentations and questionnaires on the respective projects Work on financial analytical insights Handle CRM and backend work Coordinate with the Director for other works as well

Role and Responsibilities

• Creating Investment Portfolios of clients to achieve the goal Perform periodic portfolio review and rebalancing Work on financial stock advisory for clients (insights into future investments) Work on projects related to mutual funds and stock market Work on the Valuation of the Company, Financial Statement Analysis, Strategic Analysis, Mergers & Acquisition Insights, and Merchant Banking Prepare presentations and questionnaires on the respective projects Work on financial analytical insights Handle CRM and backend work Coordinate with the Director for other works as well