Mutual Fund Analyst

Job Description:

1. Responsible for recommending Mutual Funds, writing market outlook reports, product notes & generating periodic reports.

2. Detailed Client portfolio review & strategy analysis of Mutual Funds

3. Creating and maintaining Mutual Fund Model Portfolio

3. Providing product support, making client presentations

4. Provide insights and recommendations and help Investment advisers/counsellors guide clients better

5. Conduct webinars including interviewing Fund Managers

Key requirements :

1. Qualification: Postgraduate / Graduates with relevant experience.  

2. Thorough knowledge of Mutual Funds and Investing

3. Understand Financial Planning, Stock Investing fundamentals, Portfolio Building and  Management

4. Should have experience of Mutual Fund Research and knowledge of financials concepts.  

5. Knowledge of software’ like ICRA/Ace MF Nxt & Morning star direct platform would be preferred.  

6. Excellent written and verbal communication skills

Any other hiring related need (Eg Any competitors to be targeted, any specific criteria to  be known etc) Broking firms, Advisory firms

3 years' Work experience required