Senior Portfolio Analyst

About Us - PeakAlpha is an award winning, SEBI-registered Financial Advisor, Wealth Manager and Mutual Fund Distributor, driven by one credo: to respect and manage others’ money as we would our own. Twenty-one years in business and a host of awards later, PeakAlpha continues to be committed to building long-term relationships with customers, employees and associates.In these days of advancing technologies and artificial intelligence, PeakAlpha is firmly committed to the principle that human engagement between clients and advisors is essential to helping our clients achieve their life's most cherished dreams and goals. As the primary point of contact for our customers, our advisors therefore are responsible for their well-being and satisfaction.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 and customer-oriented team players. We employ the best possible financial advisory 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 3 years of experience in financial services industry ·Private wealth experience: proven experience in private wealth management, wealth advisory or private banking, with hands-on exposure to bespoke portfolio construction and multi-asset advisory. Required Skills- Deep interest to contribute and grow in the roleExcellent communication and interpersonal skillsNegotiation and influencing skills as well as determination and tenacity Ability to work with numbers comfortablyResearch 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 careers@peakalpha.com and be part of an organization that is on a high growth trajectory!PeakAlpha is an equal opportunity employer