Financial Analyst

Janam Diamonds; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Janam Diamonds seeks a skilled Investment Associate to oversee daily stock transactions and manage a family-office investment portfolio in Mumbai. The role requires handling records, producing performance reports, and researching new products.

You will support strategy with data-driven insights, maintain reconciliations, and use AI tools to enhance research, reporting, and analysis of macro trends and policy shifts. Industry events participation is expected.

Qualifications

• Experience in family-office or portfolio management preferred.
• Strong analytical and numerical skills.
• Ability to synthesise market research into actionable advice.

Responsibilities

• Execute daily stock market transactions and monitor execution quality.
• Update investment records in investment software daily and maintain accuracy.
• Manage and monitor the family’s investment portfolio and performance.
• Prepare stock and portfolio performance reports for review.
• Conduct research on new investment products to expand the toolkit.
• Support investment strategy and decision-making with data-driven insights.
• Maintain accounts and reconciliations related to investments with precision.
• Utilise AI tools for research, reporting, and data analysis to improve insights.
• Track macroeconomic indicators and policy changes to inform strategy.
• Attend investment webinars and industry events to stay informed and provide inputs.

Skills

Stock market transactions

Investment portfolio management

Portfolio reporting

Macroeconomic research

Data analysis

AI-assisted research

Tools

Investment software

AI analytics tools

Job description

Key Responsibilities

1. Execute daily stock market transactions.
2. Update investment records in investment software on a daily basis.
3. Manage and monitor the family's investment portfolio.
4. Prepare stock reports and portfolio performance reports.
5. Conduct research on new investment products.
6. Support investment strategy and decision-making.
7. Maintain investment-related accounts and reconciliations.
8. Utilize AI tools for investment research, report preparation, and data analysis.
9. Track macroeconomic trends, interest rates, inflation, sector outlooks, and policy changes.
10. Attend investment webinars, seminars, conferences, and industry events to stay updated on market trends, enhance investment knowledge, and provide informed inputs for investment decisions.