Investment Analyst

Job Purpose:

Candidate will be responsible for managing and advising on a variety of mutual funds, monitoring market trends, .

The ideal candidate has extensive experience with financial planning, investment strategies, conducting market research, preparing investment reports, assisting in creating investment strategies, facilitating transactions and risk management.

They are typically tasked with financial analysis, forecasting, and assisting in the creation of investment strategies and solutions also knowledge of various asset classes and understanding of economic trends are key to this role.

Roles & Responsibilities:

- Analyse market trends and financial data to recommend suitable mutual funds to clients

- Explain the advantages, disadvantages, and risks of different mutual funds to clients

- Assist clients in opening accounts and processing investments

- Conduct meetings with institute to assess their financial situation and investment goals

- Monitor and review mutual fund performance and suggest changes when necessary

- Ensure compliance with relevant regulations and guidelines

- Prepare and present reports on mutual fund performance to clients

- Work closely with investment teams to develop investment strategies

- Conducting detailed research and analysis on investment opportunities and market trends

- Assisting in making investment recommendations based on the research and analysis

- Monitoring and managing investment portfolios, ensuring they align with the clients' or organization's investment goals

- Working with financial models to predict economic conditions and investment outcomes

- Preparing reports and presentations to communicate investment strategies and results to clients or senior management

- Maintaining up-to-date knowledge of the financial market, emerging trends, and overall economic landscape

- Complying with all industry rules and regulations, and any relevant legal requirements

- Drafting/assessing various financial agreements.