Research Analyst - Wealth & Investment Management Team

Job Description - Research Analyst (Investment/Wealth Management Team)

- Do in-depth research on Mutual Funds, Alternate Product and Capital Markets

- Publishing Approved List of MFs (YBL Distribution List) based on Yes Bank Research Methodology on a periodical basis

- Selecting Financial products based on set YBL Parameters and House View

- Preparation of Investment Proposal for the HNI Clients

- Review of existing portfolio and recommendation of Investment Proposal for the HNI Clients

- Prepare Monthly YES First Insights Magazine

- Prepare Research notes, articles for Newspaper and Magazines

- Conduct Monthly Conference Call with PAN India Sales Team on Market Insights and Investment Strategy

- Liaison with Internal and External Stakeholders for generating Investment ideas, Market Views, etc.

- Publish Daily, Weekly, Monthly reports for internal and external circulation

- Creation of Asset Allocation and Model Portfolios for various Risk Profiles

- Performance Monitoring of Portfolios held by HNI Clients

- Conducting Investment Workshop

Fakeha Nazir
Human Resources - Vrinda Consultants