Mutual Funds Research Professional

Shashwath Solution; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Shashwath Solution in Pune is seeking a mutual fund research analyst to track equity and debt mutual funds, analyze schemes, and review client portfolios.

The role requires gathering information from diverse sources, interpreting patterns, and preparing research reports on complex data while staying up-to-date with financial services industry developments.

Experience in mutual fund research is mandatory and crucial for advising clients with informed scheme recommendations based on portfolios.

Qualifications

• Experience in MF research is mandatory.
• Ability to analyze and suggest mutual fund schemes.

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.
• Scheme suggestions to clients based on portfolio.

Skills

Mutual Fund Research

Financial Analysis

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