Analyst

About Klay:

We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi-family office, asset management, corporate advisory services and Lending solutions. Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner.

To know more - https://klaygroup.com

About the role:

The role requirement is to oversee and ensure the financial wellbeing of the clients by collaborating effectively with internal and external stakeholders.

Roles & Responsibility:

• Conduct portfolio evaluation for existing & prospective clients.
• Build portfolios for existing & prospective clients using tools & databases.
• Preparation of client portfolio proposals & pitch presentations
• Assist in client portfolio monitoring & rebalancing.
• Analysis of mutual funds using suitable tools
• Build & execute trading & investment strategies using suitable tools.
• Support Investment team with various models & templates as per requirements
• Compliance with all applicable laws, rules, policies and procedures and standards as applicable.

Your key qualifications & competencies:

• 2-4 years- experience in in areas relevant to the responsibilities as above; preferably from BFSI sector.
• MBA (Finance/Investments)/ CFA (any level)
• Self-driven, motivated & strong attention to detail
• Excellent time-management and organizational skills.
• Ability to use business judgement and a structured approach towards solving complex analytical problems