Research Analyst
Overview:
- We are seeking a talented Research Analyst to join our team. In this role, you will play a key part in analyzing financial data, preparing reports, and providing insights to support strategic decision-making.
Key Responsibilities:
- Assisting the relationship managers in understanding clients needs and constructing portfolios and periodic reviews.
- Taking investment entry and exit decisions for investment products by conducting quantitative and qualitative analysis
- Monitoring important developments in the mutual fund industry, markets and the broader economy and its impact on client's portfolios
- Analysing investment products to develop customized financial strategies for clients' needs
- Preparing financial plans, formulating asset allocation strategies and developing investment models
- Conducting risk assessment of clients and charting out goal-based holistic investment plans
- Conducting comprehensive portfolio reviews to re-evaluate objectives and projected performance
- Setting up and preparing reporting structures for both institutional and high-net-worth individual clients' investments
- Creating templates, proposal presentations and standardized materials for portfolio pitches
Qualifications:
- CA/ MBA(Finance)/ CFA
- Minimum 2-3 years of experience, freshers may also apply
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Effective written and verbal communication skills
Application form:
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