Purnartha Investment Advisors - Investment Counselor - Sell Side - CA/CFA (8-15 yrs)

The fundamental nature of the job encompass the below penned down duties and responsibilities:

- Perform Equity Research as a Sell-side analyst.

- Provide advice and guidance related to financial investments with a proper understanding of financial models and forecasting of numbers.

- Educate clients about a range of investment products and services, and recommend options that might best serve their particular financial objectives.

- Work closely with Wealth Managers to develop bespoke roadmaps for clients on specific allocation which are in line with client risk profile, investment strategy and local regulation.

- Develop stoic plans to increase product awareness amongst clients on new product offerings.

- Should take a lead role to bridge communication channels between product specialists, WMs, Market heads and clients.

- Qualification - CFA / CA (Level 3 and Final cleared)

- Skills Required - Fundamental analysis, Financial modeling, Financial Planning and Analysis, Excellent Communication skill

- Salary: Negotiable