Financial Analyst and wealth management

Financial Advisor
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Financial PlannerFinancial Services Market Research AnalystMarket Research Team Lead
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Candidate Information

Full Name
Jeseika Shah
Age
31
Education
CFA Level ll Candidate
Experience
2 Years
Job Type
Full-time

Contact Details

Phone
9769234266
Email
shahjeseika93@gmail.com
Address
Ghatkopar East
State
Maharashtra
Country
India

About candidate

About you
I have experience in for 2 years in Wealth management. I have in depth knowledge on market trends, financial instruments like Mutual Funds, stocks, Bonds, NCDs, insurance, etc. Implications and impacts on the markets due to economic, demographic, domestic, and international changes. I have managed client's portfolios and given advisory services.
What are you looking for in a new role?
I know and understand the market trends. I now want to understand the stock specific analysis and undertaking the positions based on Top down, Bottom Up and Hybrid approach. I am not looking for a sales job. Since markets are very volatile and opportinistic at the same time its more exciting to work for it.
What you are interested in working with us?
The Job description matches my profile. I think I can contribute my best to it.
What has been most challenging experience in a past role?
Client Convergence, Convincing them that a sound and calculated decision to invest in markets is not a gamble and is one of the best rewarding investment in Small, mid and long run.

Cover latter

I am writing to express my interest in the Financial Markets and Research Analyst position, as advertised on Naukri mantra. With a strong background in financial analysis, market research, and data interpretation, I am enthusiastic about the opportunity to contribute to your team and support in navigating the complexities of the financial markets.

In my current role as a Wealth manager at Moneyfrog Financial Services Pvt Ltd, I have honed my skills in analyzing financial data, developing comprehensive market reports, and providing actionable insights to support strategic decision-making. I have successfully led research projects that involved evaluating market trends, assessing economic indicators, and forecasting financial outcomes.

Key qualifications that align with the requirements of this role include:

  • Market Research and Analysis: Conducting thorough research on financial markets, including equities, fixed income, and alternative investments. Utilizing both qualitative and quantitative methods to generate accurate and timely market insights.
  • Data Interpretation and Reporting: Leveraging advanced analytical tools and techniques to process large datasets, identify patterns, and generate detailed reports. Proficient in using software such as Excel, ScreenerTerminal and Trading View.
  • Strategic Recommendations: Providing well-supported recommendations based on market research and financial analysis. My Market Outlooks have been instrumental in guiding investment decisions and optimizing portfolio allocations.

Additionally, my ability to communicate complex financial concepts clearly and effectively has been a key asset in collaborating with cross-functional teams and presenting findings to senior stakeholders. I am currently pursuing CFA Level II.

Thank you for considering my application. I look forward to the opportunity to discuss how my skills and experiences align with the goals.

Please feel free to contact me at 9769234266 or shahjeseika93@gmail.com to arrange a convenient time for an interview.