Analyst/Senior Analyst - Mutual Fund Research - Financial Services Firm

Company: Leading financial services firm

Role: Analyst/Senior Analyst - Mutual Fund Research

Job Purpose: Mutual Fund Research & Advisory

Location: Mumbai

Job Duties:

- Analyzing and tracking Mutual funds based on performance and portfolio quality

- Conduct quantitative and qualitative analysis using data from Mutual Fund software

- Writing content for in-house wealth magazine and financial market events

- Disseminating daily reports to RMs and clients.

- Updating and maintaining ranking models

- Monitoring regulatory developments and financial market happenings

- Monitor important developments in the fund industry, markets and the broader economy.

- Networking with Mutual Funds relationship managers to keep abreast with industry happenings

- Writing investment proposals, portfolio reviews and financial plans in line with the needs of the client

- Keep abreast about latest trends in the mutual fund market industry and macro numbers

Qualification: MBA /CFA/CA

Desirable : 5+ Years- Experience in the industry

Skills required:

- Good understanding on Debt and Equity markets

- Knowledge on various financial market products

- Good working knowledge of Microsoft Excel, Office and PowerPoint

- Understanding Macro Economic Factors

- Extensive knowledge on Mutual funds, MF regulations, MF operations