Investment Analyst

Roles & Responsibilities Job Scope : Meeting in-house consultants to market and promote various investment solutions Build relationships with and attend meetings with product providers Maintaining various in-house fact sheets and reports Performs periodic in-house portfolio rebalancing Update and upkeep data in our in-house software Prepare reports meant for investment committee meeting Take meeting notes as and when required Other tasks assigned by the Director Experience : Minimum 2-years with a Fund House, investment platforms, banks and FA firms doing investment related functions. Familiar and comfortable using AI tools (e.g. Gemini, Claude etc) Comfortable with Microsoft spreadsheet doing simple modelling and PowerPoint presentation.