Investment Analyst Job Vacancies in Mumbai

Must have around 5 to 7 years of experience as Financial analyst in any International or national level Financial/Fintech company.

Read the complete description before apply ONLY Mumbai based applicants will be considered We are registered RA firm based in Mumbai,Currently in search of eligible candidate having eligibility NISM X and work experience as per Sebi guidelines. This is the requirement for contract base RA support for specific period of time. Only relevant profile are advised to submit application to review. Good luck!

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

industry with 1 to 5 years of experience Preferred Sectors: Industrial, Infrastructure, Real Estate, Auto, Pharma, and Chemicals. Core Purpose of the Role : Financial analytical skill with an eye for details and ability to understand clients business Candidate must be proactive and team oriented Ability to identify shifting industry and market Preparing and analyzing the financial model, cash flows, identifying risks, opportunities and understanding the corporate structures Analyzing specific company financial statements , performance, peer comparison, industry trends and ratio analysis Preparing and updating investment rationales for the issuer

Perform fundamental analysis, writing research reports, and determining fair values of a select group of stocks within a specific industry.Identifying the key drivers for companies by analyzing revenue models, cost structures, and financial statements.

We invite a member in our foxconn team to join through investment and get higher profits daily... having good communication skills and experience... invest a small amount and get higher daily income profits through investment and upgrade the team to get higher benefits from foxconn

Position: Investment Banking AnalystLooking for investment professionals who combine financial services industry expertise, analytical prowess, and effective persuasive communication skills to support institutional clients in activities like capital raising and mergers and acquisitions.1) Should have excellent convincing power and has knowledge of Equity market and SME platform2)Candidate should be working as an investment Analyst into Investment banking and merchant banking, 3)Candidate should have the knowledge of SME IPO, private Equity,4)The awareness about equity markets and stocks is a must for working in the Investment Banking industry.Experience: 1-2 year work Experience with Merchant Banker or Investment Banker.Has dealt with Merchant banks that conduct fundraising, financial advising and loan services to large corporationsOrFresher's who had done MBA in Financial banking or certified from National Institute of Securities Markets (NISM) .Skills Required: Investment Strategies Investment Banking Equities Merchant Banking Private Equity SME IPO Financial Analysis

Purpose:To support the organization's financial planning and analysis functions by providing financial modeling, forecasting, and analysis. This role is critical in ensuring that the company is making informed financial decisions and is able to meet its financial goals.Key Responsibilities of the Role: Oversee the financial planning of the business by evaluating its performance and potential risks. Perform regular financial analysis. Develop budgets & rolling forecasts that meet the requirements of business with accuracy. Establish targets and manage & communicate clear message with various business stakeholders including business heads & chairman. Evaluate various business proposals & provide insight about key risks, benefits & area of improvement that help in achieving overall objective of business. Prepare detailed reports on the companys financial performance. Recognize patterns in company spending, revenue, and recommend solutions to any problem areas. Provide analysis on various key parameters of business & Developed financial model & reports to be shared with business. Analysis about business best practices & implementation across business verticals. Excellent in Forecasting, planning, evaluation of projects. Excellent in excel, working knowledge of Macros, Modelling & dashboarding.Key Performance Indicators: Accuracy, Speed & automations. Financial accuracy of forecasting & Budgeting Successful in implementation of various revenue enhancement & cost reduction projects. Insighting of various projects with key actionable. Identification of Critical Success Factors for winning TendersKey Interactions:Internal Business & other support functions & able to closed things.External Govt/Institutional clients/Vendors- Relationship management to milk current relations / forge new relations to Map competition activities. Understand Industry trends & therefore benchmark usQualification: CA /MBA Finance from top institute

AsiaCap Investment Advisory Private Ltd provides high quality analytical and business management support to the Offshore Fund and Corporate Finance market. We are looking at the fitment for the post of VP-Investment Research to provide advisory and analytics services to offshore funds. The candidate should have an experience of 5 to 7 years across the capital structure both credit and equity. Key skills required are financial modelling & Valuation. The role would also require research on fixed income issues and issuers, monitoring performance, and building an investment thesis for capital raising.JOB ROLE REQUITEMENT Analyse and monitor fixed income issues and issuers Detailed offer document analysis from a credit perspective Perform market and portfolio analysis to support fixed income strategies. Perform simulations and stress tests on proposed and existing portfolios. Analyse financial statements and develop investment thesis when required. Construction and review of yield curve across issuers, sectors and rating categories. Prepare valuation models using excel/VBA. Prepare & maintain documentation related to valuations Prepare advanced financial models, detailed valuation strategies and deal flow analysis Ability to work with limited information, unaudited financials, strategy writeups, meeting notes, transcripts to build a comprehensive investment case Explore optimal capital structure considerations involving equity-linked, high yield, mezzanine and other middle market debt instruments Participate in all stages of equity, debt and other transactions along with the client, including the development of financial models, due diligence sessions, the drafting of sales memos, company presentations etc.SKILL SETS REQUIRED Exceptional analytical skills along an ability to articulately convey conclusions Ability to collaborate as well as work independently Excellent Microsoft Office Skills (Word, Excel, and PowerPoint) Knowledge

Kanchansobha Finance Pvt. Ltd.position: Manager / Senior Manager job Description:we are Looking for a Chartered Account Having Experience of 2 to 5 Years in Corporate Finance/investment Banking. We are Willing to Consider Bright Mbas/cmas that have Strong Fundamentals and Relevant Experience.the Candidate Will Be Responsible for Preparation of Financial Models, Cma Data, Project Reports, Research, Restructuring/resolution Plans and Presentations for Submission to Banks, Financial Institutions, Nbfcs, Investors (including Private Equity Investors). the Job also Involves Plenty of Analysis Including Analysis of the Companys Business Model, Resolution Plans, Growth Plans, Etc. Besides, the Candidate Shall Be Required to Perform Industry Level / Company Level Research of Data from Various Public Databases. the Candidate Can Expect Active Participation in Client Meetings and Will Be Required to Regularly Interact with Client Teams for Gathering Information, Due Diligence, and other Items. the Candidate Shall Be Expected to Guide Junior Members of the Team and have the Skillset and Capability to Take On Leadership Roles as They Grow Within the Organization.we are Ideally Looking for a Person Who is Located At a Manageable Distance from Bkc.industry: Investment Bankingrole: Manager / Senior Manager pay: Rs. 9,00,000-rs. 12,00,000 P.a (negotiable)key Skills: Corporate Finance, Restructuring, Resolution, One Time Settlement, Debt Syndication, Funding, Cma Data, Project Report, Credit Appraisal Form, Power Point Presentations, Excel education: Chartered Accountant/mba/cma Having Experience of More Than 3 Years.desired Candidate Profile:1. Technically Sound2. Good English Communication Skills3. Free to Travel Anywhere in India4. Hard Working and Diligent5. Ability to Handle Pressure6. Team Worker7. Positive Attitude

Looking for someone with hands-on experience with investing in bonds - sovereign, corporate including junk bonds, fixed income ETF.The individual should have traded in bond and fixed income markets in the US (or international) in the past.

The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, the male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).Qualification: Minimum Graduate from any stream.Experience: Freshers can apply.Working Days: Monday to Saturday

The investment Advisor's role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which include, MF, FD, Bonds, Debentures, etc) and help them to make wise investment decisions based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, the male candidates may have to visit the client's place for completion of documentation (any place, any day, and any time).Qualification: Minimum Graduate from any stream.Experience: Freshers can apply.Working Days: Monday to Saturday