Advisor - Investment Research - BFSI

Responsibilities :

- Generate investment ideas, contribute to proposals, and provide recommendations to meet clients' financial goals.

- Analyze and evaluate various investment vehicles, including Equity Mutual Funds, PMSes, AIFs, and Direct Equity.

- Conduct macro studies, track market trends, and stay updated on regulatory guidelines.

- Write reports, conduct portfolio reviews, and suggest changes as needed.

- Build relationships with fund managers and research new opportunities.

- Analyze Fixed Income Mutual Funds, Bonds, AIFs, PMSes.

- Track PMS Universe, Index Funds Universe, and Bonds Universe.

- Conduct periodic macro studies and provide recommendations.

- Write reports and conduct portfolio reviews.

- Support Relationship Managers and provide client updates.

- Accompany RMs for client visits and reviews

- Build relationships with fund managers and stay updated on regulations.

- Contribute to monthly MIS preparation.

Requirements :

- Strong understanding of macroeconomic factors and their impact on investments.

- Proficiency in evaluating fund managers and analyzing investment vehicles.

- Excellent communication and presentation skills.

- Belief in long-term investing and the power of compounding.

- Proactive mindset and ability to generate investment ideas.

- Analytical skills and attention to detail.

- Stay updated on market trends and regulatory guidelines.