Job Description
Spark PWM Pvt Ltd is seeking a CA Industrial Trainee for the Portfolio Analyst role! 💼
Dive into the world of capital markets and investment management in this dynamic position. Work closely with the sales team to deliver tailored financial solutions and insights.
Key Responsibilities:
- Collaborate on financial plans, portfolio reviews, and investment proposals aligned with client needs. 📈
- Track and update portfolios to ensure alignment with investment goals and risk profiles.
- Prepare customized investment proposals, quarterly reviews, and showcase market insights.
- Automate processes for efficiency and support advisory calls.
Requirements:
- CA Inter qualified
- Minimum 1 year experience in audit/finance/tax
- Passion for capital markets
Share your CV with availability date to apply. Unlock your potential in finance! 🌟
Dive into the world of capital markets and investment management in this dynamic position. Work closely with the sales team to deliver tailored financial solutions and insights.
Key Responsibilities:
- Collaborate on financial plans, portfolio reviews, and investment proposals aligned with client needs. 📈
- Track and update portfolios to ensure alignment with investment goals and risk profiles.
- Prepare customized investment proposals, quarterly reviews, and showcase market insights.
- Automate processes for efficiency and support advisory calls.
Requirements:
- CA Inter qualified
- Minimum 1 year experience in audit/finance/tax
- Passion for capital markets
Share your CV with availability date to apply. Unlock your potential in finance! 🌟