Role: Analyst/Senior Analyst

About Us

Right Horizons is an end to end investment advisory and wealth management firm that focuses on providing a solution that is specific to customers’ needs. It works towards understanding financial goals of customers, helping them to attain those goals.

We provide an open environment, with employee participation in our growth
Career growth by providing challenging roles to our employees; helping realize their untapped potential
Extensive training is provided, placing them among the most knowledgeable in the industry
Our compensation & incentives are aimed at providing employees with financially rewarding careers
Employees participating in the company growth are rewarded with Stock Options to provide them with an exponential financial reward system

Job Description of Senior Analyst

Job Responsibilities will include:
Reporting

• Regular reports – Daily / Weekly / PWMS
• Other reports – Product note / MF analysis report
• Client centric reports – Monthly / Direct Equity (with customized factsheet) / Capital Gains / Yearly reports

Client Management
 client conversion
 portfolio management
 client meetings
 Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis / Financial Plans / Switch | Profit-booking | redemption recos
 Client interaction – Queries (Tax, Investment, report related)

Research
 PR initiatives – Blog / Articles
 Training – Product training

Qualification Requirements
· Graduation in any field or 2-6 years experience as an analyst
Certification: CFP/NISM 10A & 10B /CFA

Personal Attributes
 Capable of performing detailed financial and business strategy preparation and analysis
 Analytical with the ability to independently work on Excel, PowerPoint, Word etc.
 Knowledge of Financial Analysis and Business Statistics
 Good verbal and written English skills Ability to interact with clients on an ongoing basis
 Team player, self-motivated, willing to work for a startup

Role: Analyst/Senior Analyst

About Us

Right Horizons is an end to end investment advisory and wealth management firm that focuses on providing a solution that is specific to customers’ needs. It works towards understanding financial goals of customers, helping them to attain those goals.

We provide an open environment, with employee participation in our growth
Career growth by providing challenging roles to our employees; helping realize their untapped potential
Extensive training is provided, placing them among the most knowledgeable in the industry
Our compensation & incentives are aimed at providing employees with financially rewarding careers
Employees participating in the company growth are rewarded with Stock Options to provide them with an exponential financial reward system

Job Description of Senior Analyst

Job Responsibilities will include:
Reporting

• Regular reports – Daily / Weekly / PWMS
• Other reports – Product note / MF analysis report
• Client centric reports – Monthly / Direct Equity (with customized factsheet) / Capital Gains / Yearly reports

Client Management
 client conversion
 portfolio management
 client meetings
 Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis / Financial Plans / Switch | Profit-booking | redemption recos
 Client interaction – Queries (Tax, Investment, report related)

Research
 PR initiatives – Blog / Articles
 Training – Product training

Qualification Requirements

• Graduation in any field or 2-6 years experience as an analyst

Certification: CFP/NISM 10A & 10B /CFA

Personal Attributes
 Capable of performing detailed financial and business strategy preparation and analysis
 Analytical with the ability to independently work on Excel, PowerPoint, Word etc.
 Knowledge of Financial Analysis and Business Statistics
 Good verbal and written English skills Ability to interact with clients on an ongoing basis
 Team player, self-motivated, willing to work for a startup