Wealth Analyst Job In Assetcare Services @ Mifm Operations

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Wealth Analyst Job In Assetcare Services

Mifm Operations
1 to 5 Yrs
Bengaluru
11 months ago
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Job Description

Wealth management analysts are entry-level professionals who assist associates and partners by conducting financial research, performing basic financial modeling, and handling a variety of administrative and support duties (i.e., creating PowerPoint presentations, organizing presentation materials

A wealth management analyst performs a range of duties to support the wealth managers and advisors who work directly with clients. This may include researching and analyzing financial markets, products, and trends; preparing reports, presentations, and proposals; monitoring and updating client portfolios and performance; and handling administrative and operational tasks such as account opening, compliance, and documentation. They also communicate with clients, vendors, and internal teams

Supports Wealth Operations functions through data analysis, business intelligence, recommendation and communication of business needs and requirements. Champions new data discovery and solutioning, and partnering with various business, technology, operations teams to drive data implementation or strategic improvement

Accounting

Financial modeling

Mathematical knowledge

Data analysis

Communication & collaboration

Research

Writing

Excel and spreadsheet software

Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Equity Research
Functional Area: Not Specified
Role/Responsibilies: Wealth Analyst Job In Assetcare Services

Contact Details:

Company: Assetcare Services
Location(s): Bengaluru

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Keyskills: communication collaboration modeling analysis data excel accounting software spreadsheet mathematical

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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