Research Analyst

Ascent Financial Solutions Pvt. Ltd.; Vadodara; Hybrid; INR 420,000 - 620,000; Full time

Job summary

Ascent Financial Solutions Pvt. Ltd. seeks a qualified research professional to conduct in-depth mutual fund, PMS and AIF research, evaluate performance and compliance, and provide actionable investment recommendations.

The role includes brokerage recording, reconciliation, and end-to-end PMS/AIF operations, with rigorous data management and reporting duties. The ideal candidate will possess a Finance/Economics/Business background, SEBI qualifications, and strong analytical skills to work with

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field (Master's degree or CFA/CA preferred).
• SEBI certification or relevant qualifications will be an advantage.
• Proven experience in mutual fund research, PMS & AIF research, and operational processes.
• Strong knowledge of financial markets, investment instruments, and regulatory frameworks.
• Excellent analytical, problem-solving, and research skills.
• Proficiency in using financial analysis tools and software.
• Attention to detail, organizational skills, and ability to manage multiple tasks.

Responsibilities

• Conduct in-depth research and analysis of mutual funds including performance, risk, and portfolio composition.
• Stay updated with market trends and regulatory changes affecting mutual funds.
• Provide investment recommendations to the management team based on research findings.
• Research PMS & AIF offerings; evaluate performance, risk, and compliance aspects.
• Collaborate with investment team to inform investment decisions.
• Maintain accurate records of brokerage transactions and reconcile statements.
• Oversee end-to-end operational processes related to PMS and AIFs including onboarding and reporting.
• Maintain comprehensive databases and documentation; prepare and update reports.

Skills

Analytical skills

Financial market knowledge

Research skills

Regulatory knowledge

Problem solving

Education

Bachelor's degree in Finance, Economics, Business, or related field

Master's degree or CFA/CA preferred

Tools

Financial analysis software

Job description

Key Responsibilities:

Mutual Fund Research

• Conduct in-depth research and analysis of mutual funds, including performance analysis, risk assessment, and portfolio composition.
• Stay updated with market trends and regulatory changes affecting mutual funds.
• Provide investment recommendations to the management team based on your research findings.

PMS & AIF Research

• Conduct thorough research and analysis of Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs).
• Evaluate the performance, risk, and compliance aspects of PMS and AIF offerings.
• Collaborate with the investment team to make informed investment decisions.

Brokerage Recording & Reconciliation

• Maintain accurate records of brokerage transactions related to mutual funds, PMS, and AIFs.
• Perform regular reconciliation of brokerage statements to ensure accuracy and compliance.
• Identify and rectify discrepancies promptly.

Operational Processes of PMS & AIFs

• Oversee and manage the end-to-end operational processes related to PMS and AIFs, including client onboarding, fund transfers, and reporting.
• Ensure compliance with SEBI regulations and company policies.
• Collaborate with operations teams to streamline processes and enhance operational efficiency.

Data Management

• Maintain comprehensive databases and documentation related to mutual funds, PMS, and AIFs.
• Prepare and update reports for internal and external stakeholders as required.

Requirements / Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field (Master's degree or CFA/CA preferred).
• SEBI certification or relevant qualifications will be an advantage.
• Proven experience in mutual fund research, PMS & AIF research, and operational processes.
• Strong knowledge of financial markets, investment instruments, and regulatory frameworks.
• Excellent analytical, problem-solving, and research skills.
• Proficiency in using financial analysis tools and software.
• Attention to detail, strong organizational skills, and the ability to manage multiple tasks simultaneously.
• Excellent communication skills, both written and verbal.
• Ability to work collaboratively with cross-functional teams and under tight deadlines.