CoinSwitch Kuber | Hiring | Sr. Associate-Private Banking Analyst | BigDataKB.com | 2022-09-26

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Job Location: Bangalore/Bengaluru

  • Leverage your operational background and experience to contribute to a growing business
  • Work closely with Senior RMs to support their clients on financial planning and portfolio management
  • Analyze market conditions to form a basis for tactical asset allocation across client portfolios
  • Manage advisory business implementation and rebalancing
  • Work on portfolio reviews and reporting for clients on periodic basis
  • Serve as a key liaison to other areas supporting the Private Banking Business
  • Plan and manage new account on boarding process
  • Provide overview of client reporting and web capabilities to potential new clients
  • Execute, process and reconcile trading and other investment related transactions
  • Lead or participate in the divisional efforts to improve efficiencies with the Private banking Business

What You Should Have

  • Working experience of 3-5 years in an Advisory firm or Equity Research house
  • In depth knowledge of Financial markets and new edge products
  • Qualified C CA, CFA or MBA Finance as a degree
  • Must have cleared CIEL or NISM both levels
  • Excellent with Data Analysis & querying tools such as Advanced Excel, SQL, etc
  • Knowledge of reporting tools such as Power BI, Tableau etc
  • Strong verbal & written communication skills

Apply Here

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