Top 5 Most Popular CFA Jobs in IndiaCFA Classes In Pune

CFA Classes 

CFA Classes In Pune 

1. Investment Banker

Role and Responsibilities

Investment bankers are financial professionals who help corporations, governments, and other entities raise capital, advise on mergers and acquisitions (M&A), and provide strategic financial advice. Some of these tasks include:

• Providing advice on the financial aspect of IPOs, bond issuance and equity offerings.
• Building financial models and performing valuation analysis.
• Packing Deals and Negotiating Terms
• Market trends and investment opportunities analysis
• Client relations and presentation of investment strategies

Salary Expectations

In India, the salary of investment bankers is based on years of experience as well as employer. Junior roles make around INR 10-15 lakh per annum and senior professionals, INR 30-50 lakh per annum and beyond, including bonuses and commission.

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Career Growth

The CFA charter helps investment banking professionals to reach positions like Vice President, Director, or Managing Director at top-notch financial organizations.

2. Portfolio Manager

Role and Responsibilities

Portfolio managers manage investment portfolios for individual and institutional clients, making strategic investment decisions to maximize returns. Some of their key responsibilities are:

• Creating and managing investment portfolios driven by client goals.
• Market research and financial analysis to find investment opportunities.
• Keeping an eye on economic trends and modifying the best investment strategy as appropriate.
• Assess the risk and promote the diversification of investment portfolios.
• Relating with investors and stakeholders.

Salary Expectations

Entry-level Portfolio Managers command INR 8-12 lakh per annum, and senior professionals can earn INR 20-50 lakh per annum or higher depending on the asset class and size of the firm.

Career Growth

They can also advance to more senior positions like CIO, Head of Investments in asset management firms, mutual funds, hedge funds, with experience.

3. Equity Research Analyst

Role and Responsibilities

It includes financial analysis that identifies trends and makes recommendations on stocks, sectors, and markets. Their primary roles include:

• Study and analyse companies, industries and trends in the economy.
• Conducting valuation analysis and financial modeling
• Publishing in-depth research reports that contain buy, sell, or hold recommendations.
• Pitching investment ideas to clients and fund managers.
• Follow all the market news and corporate developments.

Salary Expectations

Entry-level analysts get INR 6-10 lakh per year, at times, and for experienced analysts and move to senior level, this income can vary between 20-40 lakh per annum and even more depending on the employer and expertise.

Career Growth

CFA charterholders working as equity researchers can progress to the roles of Senior Research Analyst, Head of Research, or Fund Manager within investment firms and brokerage houses.

4. Risk Manager

Role and Responsibilities

A risk managers first stable organization that identifies and evaluates financial risks to look after an organization’s process for it. Their responsibilities are:

• Creating strategies for mitigating financial losses.
• Occupying yourself with risk assessments and stress testing financial models.
• Reporting and controls / Risk controls and compliance
• Market Volatility and Its Effect on Investments
• Providing advice to management on risk mitigation.

Salary Expectations

In India, a salaried risk manager incurs a starting pay of around INR 8-12 lakh per annum while senior professionals draw INR 20-40 lakh per annum depending on years of experience and the size of the organization.