Mutual Funds Research Professional

Shashwath Solution; Dadri; On-site; INR 500,000 - 800,000; Full time

Job summary

Shashwath Solution in India is seeking a Mutual Fund Research Analyst to track equity and debt oriented funds, analyze schemes, and review client portfolios for informed recommendations.

The role requires gathering information from multiple sources, preparing research reports on complex data, and staying updated on industry developments to provide data-driven investment guidance to prospective clients.

Qualifications

• Mutual fund research experience is mandatory.

Responsibilities

• Track equity and debt oriented mutual funds.
• Analyze and suggest mutual fund schemes. Reviewing clients portfolios
• Gather information from various sources and interpret patterns and trends.
• Prepare research reports and analysis on complex data.
• Maintain up-to-date knowledge of financial services industry happenings and current events.
• Portfolio Management
• Analysis of various MF scheme rankings.
• Researching on other funds schemes as per availability.
• Scheme suggestion to the client based on portfolio.
• Data maintaining with conclusions and recommendations.
• Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Skills

MF Research

Portfolio Analysis

Data Analysis

Financial Markets

Job description

Roles and Responsibilities:

• Track equity and debt oriented mutualfunds.
• Analyze and suggest mutual fund schemes. Reviewing clients portfolios
• Gather information from various sources and interpret patterns and trends.
• Prepare research reports and analysis on complex data.
• Maintainup-to-date knowledge of financial services industry happenings and current events.

Key Result Areas:-

• Portfolio Management
• Analysis of various MF scheme rankings.
• Researching on other funds schemes as per availability.
• Scheme suggestion to the client based on portfolio.
• Data maintaining with conclusions andrecommendations.
• Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Experience in MF - Research is mandatory