Jr. Analyst - Wealth management

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors Role Overview We are seeking a motivated and detail-oriented Junior Analyst to join our Wealth Management division. The ideal candidate will assist in evaluating investment opportunities, preparing financial reports, and supporting client portfolio strategies. This role offers a strong career foundation in personal finance and wealth advisory. Requirement Job Title : Junior Analyst – Wealth Management Location: Thane, Wagle Estate Experience: 1 to 2 years Qualifications: BAF/ B.Com/ M.Com/ MBA (Finance)/ CFP Job Responsibility Area Responsibilities Investment Analysis Assist in evaluating and analysing various investment opportunities across equity, debt, real estate, gold, and mutual funds. Reporting & Presentations Prepare financial reports, investment summaries, and professional presentations using MS Excel, Word, and PowerPoint. Market Research Stay abreast of financial markets and economic developments; provide insights and updates for investment decision-making. Execution & Support Support timely execution of investment-related tasks and coordinate client follow-ups. Client Interaction Maintain effective communication in English; ensure client queries are addressed with professionalism. Ethics & Compliance Uphold high ethical standards in all financial dealings and client interactions. Analytical Support Assist in portfolio analysis, strategic decision-making, and problem-solving within the Wealth Advisory team. Required Skills Foundational knowledge of financial products: Equity, Debt, Mutual Funds, Gold, Real Estate Strong written and verbal communication skills Proficient in MS Office (Excel, Word, PowerPoint) Analytical mindset with problem-solving skills Eagerness to learn and grow in the wealth management domain Intrested candidate can Apply there Resume on talent@atmsco.in or can Whatsapp on 7700067147 Note - only experience candidate can apply who stay in mumbai Skills: ms office (excel, word, powerpoint),client communication,ethics & compliance,market research,portfolio,financial reporting,presentation,investment analysis,analytical skills,advance excel,client interaction,investment Show more Show less