Posted By
Posted in
Banking & Finance
Job Code
1311862
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.
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Posted By
Posted in
Banking & Finance
Job Code
1311862