Senior Analyst

Posted: posted 12 days ago

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Job Description

Job Title: Senior Analyst/Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time CTC (Based on experience and fit) Office Timings: Monday to Friday (8:30am to 5:30pm) Only 2nd & 4th Saturdays are working (9 to 5 pm) About the Organization: IFA Global is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions. As part of a diversified financial services group, IFA Global also has a sister concern, Billionz, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates. The selected candidate will be employed across both IFA Global and Billionz, contributing to the growth and strategic initiatives of each firm. This role offers a unique opportunity to gain exposure across institutional treasury management and bespoke wealth advisory services. Role Overview: We are looking for a sharp, detail-oriented Senior Analyst with 4–5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level III and should possess strong knowledge of financial markets, investment products, and valuation methodologies across asset classes like equity products, debt products, REITs, and AIFs. Understanding and real time experience of value You will work closely with Mr.Abhishek Goenka and the senior leadership and clients to support high-quality investment decisions, portfolio construction, and data-driven insights. Key Responsibilities: ● Conduct in-depth research and valuation of equity, debt, REITs, AIFs, PMS, and other structured products. ● Assist in portfolio analytics, asset allocation strategies, and client reporting. ● Leverage tools like AI, Excel, and other platforms to streamline financial analysis and data modeling. ● Support investment advisors with product analysis, performance benchmarking, taxation implications, and documentation. ● Maintain and update product pipelines, client investment records, and compliance checklists. ● Coordinate with AMCs, fund houses, and custodians for product data and insights. ● Generate actionable investment ideas backed by research and fundamentals. ● Contribute to thought leadership, presentations, and periodic market updates. ● Go to client meetings for presentations. Qualifications & Experience: ● CFA charterholder (mandatory) with 4-5 years of relevant experience in an AMC, fund house, or wealth management setup. ● Self Learner Avid Reader and research oriented and passionate for financial markets. ● Very well versed in English communication. ● Strong understanding of financial instruments, including MF, AIF, PMS, bonds, equity, and alternatives ● Very Proficient in MS Excel and AI tools (Perplexity and Chat gpt), financial modeling, and research tools ● Knowledge of QAI, basic taxation, and regulatory frameworks around investments ● Exposure to client reporting, portfolio reviews, and data entry/analysis workflows ● Excellent analytical, presentation, and communication skills What We Offer: ● A high-growth, learning-rich environment with mentorship from industry leaders and CEO. ● Exposure to both ultra-HNI/family office clients and institutional treasury management ● Competitive compensation with performance-based incentives ● Opportunity to work across two dynamic financial entities – IFA Global and Billionz ● Fast-track career growth into investment leadership roles ● Client interaction and meetings with high profile clients. Questions to be answered by the candidate in 2-3 sentences along with the sharing of the CVs 1. Briefly outline your total years of experience in wealth management, investment research, or related fields. 2. What is your reason for looking out? 3. Confirm your CFA qualification year of passing (mention level cleared/year charter obtained). Which asset classes (Equity, Debt, AIFs, PMS, REITs, Alternatives) have you worked with most extensively? 4. Share 2 examples of an investment/product analysis or portfolio strategy you worked on. What tools/methodologies did you use (Excel, financial models, AI, Bloomberg, etc.)? 5. Have you directly interacted with HNIs, family offices, or institutional clients? If yes, describe the nature of your involvement (presentations, reporting, advisory support, etc.). 6. What excites you about this dual-role opportunity at IFA Global & Billionz, and why do you believe you are the right fit?