EduFund - Senior Research Analyst

- The Principal Officer plays a crucial role in gathering, analyzing, and interpreting data to provide key insights and strategic recommendations for the organization.

- They are responsible for conducting in-depth research, utilizing various data collection methods and analytical techniques to produce valuable market, industry, and competitive intelligence.

- The role requires exceptional analytical and critical thinking skills to identify trends, patterns, and opportunities from complex datasets.

- They will collaborate closely with cross-functional teams to deliver data-driven insights that drive informed decision-making and enable the company to maintain a competitive edge in the market.

Key responsibilities:

- Conduct thorough and accurate research on market trends, customer preferences, and industry developments

- Track Indian and US market closely and advice client's accordingly on his/her portfolio

- Create portfolio of clients basis clients requirement and monitor performance over time.

- Create comprehensive reports and presentations based on research findings

- Monitor and evaluate the performance of products, services, or initiatives through data analysis

- Stay updated with latest research methodologies and industry best practices

- Identify opportunities for process improvements and efficiency in research activities

- Comply with SEBI norms at all time as Principal Officer of Registered Investment Advisory firm

Required qualifications:

- Bachelor's or Master's degree in Finance, Economics, or related field

- NISM XA certification mandatory

- Proven experience as a Research Analyst or Portfolio Manager or Fund Advisors or a similar role

- Strong understanding of Indian capital market and instruments like stocks, mutual funds, and other instruments

- Exceptional communication and presentation skills

- Strong attention to detail and accuracy in data interpretation

- Ability to work collaboratively in a fast-paced, dynamic environment