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Ambit Wealth Private Limited
Mumbai, Maharashtra, India
(on-site)
Posted
22 days ago
Ambit Wealth Private Limited
Mumbai, Maharashtra, India
(on-site)
Job Type
Full Time
Salary
$3,000,000.00 - $5,000,000.00
Industry
Private Wealth Management Firm/Family Office/Trusts
Salary - Type
Yearly Salary
Job Function
Investment Analyst
Investment / Research Analyst
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Investment / Research Analyst
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Designation: Investment / Research Analyst
Department: Research
Relevant Experience: 5–8 years
Location: Mumbai
Reports to: Head – Investment Strategy
Education: CA / CFA (with at least CFA Level II completed; CFA Charterholders will be
preferred)
We are seeking a sharp, intellectually curious investment professional to join our GPC Investment Strategy team support our DIFC office in Dubai. The ideal candidate will bring strong market acumen, a global perspective, and a passion for macroeconomic research and multi-asset investing.
Key Responsibilities
- Investment Research & Strategy.
- Drive macro and micro research across US, Europe, UK, Asia, and GCC markets (especially Fixed Income).
- Maintain and update BUY/HOLD/SELL recommendations on equities, bonds, funds, and ETFs.
- Contribute to asset allocation frameworks and strategic investment outlooks.
- Track high-conviction positions and manage periodic portfolio insights.
- Generate tactical trade ideas anchored in macro trends and market dislocations.
- Client-Focused Outputs.
- Create impactful investment decks for Institutional Clients and Family Offices.
- Contribute to market updates, outlook notes, and investor communications.
- Support internal investment discussions and portfolio reviews across teams.
CVs to be shared on gpchr@ambit.co with a copy to rajvi.sharma@ambit.co
Requirements
Skills & Qualifications
- Degree in Finance is mandatory. An MBA is preferred. Candidates must have cleared at least CFA Level II, with preference given to CFA Charterholders.
- 5–8 years of experience in wealth management, investment strategy, or portfolio management services (PMS).
- Strong grounding in financial data analysis, modelling, and quantitative tools.
- Advanced skills in Excel and PowerPoint; familiarity with Bloomberg and automation tools is a plus.
- Knowledge of financial modelling languages such as R and Python is an added advantage.
- Excellent written communication and research writing skills.
- Avid follower of markets, macroeconomic trends, and investment literature.
Job ID: 80558678
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$789
Cost of Living Index
27/100
27
Median Apartment Rent in City Center
(1-3 Bedroom)
$667
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$1,809
$1,238
Safety Index
56/100
56
Utilities
Basic
(Electricity, heating, cooling, water, garbage for 915 sq ft apartment)
$28
-
$113
$54
High-Speed Internet
$6
-
$17
$9
Transportation
Gasoline
(1 gallon)
$4.54
Taxi Ride
(1 mile)
$0.55
Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.
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