Monojeet Brahma
Junior Analyst | CFA level 2 Candidate | Ex. ICICI Pru AMC | Certified Financial Planner
- Role
- Junior Analyst at Right Horizons Wealth
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Monojeet Brahma
CFA Level 2 Cand.| Analyst| CFP| NISM V A, NISM XXI A | Economics Graduate, Financial Service and Capital Market.
Experience
Junior Analyst
Sep 2024 — Present · Kolkata, IN
As an Analyst, I perform detailed analysis of client portfolios, assessing current investments and risk profiles to provide customized investment strategies. I regularly review portfolios to identify optimization opportunities, making tailored recommendations to enhance returns and manage risk.Key responsibilities include:Investment Strategy & Portfolio Analysis: Evaluating client investments and recommending suitable avenues for growth.Comprehensive Financial Planning: Creating financial plans that align with clients\' long-term goals.Market Research & Reporting: Conducting market research and delivering actionable insights.Technical Reporting: Using Python and Excel to produce reports that support data-driven decisions.
Education
A B N Seal College Coochbehar
Bachelor of Arts, Economics
2015 — 2018
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