Senior Portfolio Analyst

About Us -   PeakAlpha is an award winning, SEBI-registered, Mutual Fund Distributor and wealth management company, driven by one credo: to respect and manage others money as we would our own. Twenty years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates. 

People are at the center of what we do because money ultimately must work for people and help them realize their goals. With state-of-the-art proprietary models and a team of qualified professionals, PeakAlpha crafts financial plans for all categories of customers – from high-net-worth individuals to those starting on their professional journeys, families and individuals.  

PeakAlpha has always been guided by adherence to ethical business practices, managed and motivated our team to be customer-oriented team players and employ best possible financial planning processes and tools to transform lives. 

Job Location – Bangalore (Hybrid) 

Reporting to – Senior Manager and above 

Key Responsibilities -  

• Create and manage tailor-made portfolios for clients that meet their financial needs and requirements 
• Provide timely and sound financial recommendations to maximize client benefits 
• Generate revenue by aligning appropriate financial instruments to meet client's financial goals. Job involves working with reasonable targets 
• Acquire new clients through referrals and innovative marketing initiatives 
• Represent the organization in public and corporate-sponsored events 

Qualifications -  

• Graduate in any discipline, post-graduation will be an added advantage 
• Certified Financial Planner (CFP) I Certifications in NISM X-A and X-B is a strong added advantage 
• Minimum 2 years of experience in financial services industry 

Required Skills- 

• Deep interest to contribute and grow in the role
• Excellent communication and interpersonal skills
• Negotiation and influencing skills as well as determination and tenacity 
• Ability to work with numbers comfortably
• Research and analytical skills 
• Ability to engage with people and build deep and high-quality relationships 

Benefits -  

• An opportunity to receive formal training from the best financial professionals in the industry 
• Growth opportunity within the company 
• Flexible work hours & hybrid model 
• A culture high on ethics and people focus, with opportunities for advancement and development 
• An opportunity to work in a high impact role 
• Competitive remuneration and incentive structure 

Please send your resumes to [Confidential Information] and be part of an organization that is on a high growth trajectory!

PeakAlpha is an equal opportunity employer