Associate — Portfolio Investment Analyst, Wealth Management

About the job:Key responsibilities:

A. Investment Analysis (70% Of The Role)

1. Research and analyse managed portfolios, including mutual funds, PMS, AIFs, SIFs, PE/VC, and GIFT City IFSC funds, across equities and fixed income.

2. Build investment reports, proposals, and client presentations.

3. Support the Investment Team in evaluating new opportunities.

4. Participate in client portfolio review calls alongside Sales & Business Development.

B. Business Development (30% Of The Role)

1. Help shape client pitches and proposals with sharp investment insights.

2. Join client and prospect meetings.

3. Identify potential HNI/CXO leads through IPOs, funding news, and market movements, and set up prospect meetings for Wealth Management RMs.

4. Assist with internal reporting (MIS) and management projects.

5. Liaise with AMCs and product manufacturers to source data for research.Who can apply:Only those candidates can apply who:have minimum 1 years of experienceare from Bangalore onlySalary:₹ 3,50,000 - 6,00,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Other perks:5 days a week, Health InsuranceSkills required:Equity Research, Business Development and Portfolio ManagementAbout Company:AKC Capital is a boutique wealth management firm that specializes in managing personal investment portfolios of ultra-high-net-worth individuals and families in India and globally.

Responsibilities

Key responsibilities:

A. Investment Analysis (70% Of The Role)

1. Research and analyse managed portfolios, including mutual funds, PMS, AIFs, SIFs, PE/VC, and GIFT City IFSC funds, across equities and fixed income.

2. Build investment reports, proposals, and client presentations.

3. Support the Investment Team in evaluating new opportunities.

4. Participate in client portfolio review calls alongside Sales & Business Development.

B. Business Development (30% Of The Role)

1. Help shape client pitches and proposals with sharp investment insights.

2. Join client and prospect meetings.

3. Identify potential HNI/CXO leads through IPOs, funding news, and market movements, and set up prospect meetings for Wealth Management RMs.

4. Assist with internal reporting (MIS) and management projects.

5. Liaise with AMCs and product manufacturers to source data for research.