Analyst/Senior Analyst - MF Research & Advisory (Wealth Advisory)
IndiaNivesh
Mumbai, Maharashtra
To analyzing and track Mutual funds /PMS/AIF,etc based on performance and portfolio quality

To conduct quantitative and qualitative analysis using data from MF software

To write content for in-house wealth magazine and financial market events

To disseminate daily reports to RMs and clients.

To update and maintain ranking models

To monitor regulatory developments and financial market happenings

To monitor important developments in the fund industry, markets and the broader economy.

To build good network with Mutual Funds relationship managers to keep abreast with industry happenings

To write investment proposals, portfolio reviews and financial plans in line with the needs of the clients

To keep abreast about latest trends in the mutual fund market industry and macro numbers

Skills required:
Good understanding on Debt and Equity markets

Knowledge on various financial market products

Good working knowledge of Microsoft Excel, Office and PowerPoint
Understanding Macro Economic Factors

Extensive knowledge on Mutual funds, MF regulations, MF operations, PMS, AIF,etc

Qualification :
MBA /CFA/CA

Department :
Wealth

Experience :
4 to 5 years

Location :
Mumbai - Lower Parel

Vacancies :
1
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