Senior Analyst / Manager (Wealth and Treasury Solutions)
Navi MumbaiFull-time4–5 yrs18 L–₹20 L a yearPosted open since sept 2025
Mid-level finance role at Sperton Global AS in Navi Mumbai. Needs 4–5 years and a CFA. Pays ₹18–20 LPA.
About the role
The selected candidate will have the unique opportunity to contribute across institutional treasury management as well as bespoke wealth advisory for ultra-HNI and family office clients. We are seeking a sharp, detail-oriented Senior Analyst / Manager with 4–5 years of experience in investment research and wealth management.
What you'll do
- Conduct in-depth research and valuation of equity, debt, REITs, AIFs, PMS, and other structured products
- Support portfolio analytics, asset allocation strategies, and client reporting
- Leverage tools such as AI platforms (Perplexity, ChatGPT) and MS Excel for financial modeling and analysis
- Assist in product analysis, performance benchmarking, taxation implications, and documentation
- Maintain investment pipelines, client records, and compliance checklists
What you need
- Treasury
- Financial modelling
- Wealth management
- CFA
- Reporting
- Excel
Good to have
- Valuation