Investment Research Analyst

Quotient Consultancy
  • Mumbai
  • 4-6 lakh
  • 2-4 years
  • Views
  • 05 Feb 2019

  • Others

  • Banking - Retail
Job Description

CTC : 4 to 5 lpa

Pre - Requisites :

-Should be residing in Mumbai Western suburbs only
-Should have NISM V A MF certification, NISM-Series-XV: --Research Analyst
-CFP / CWM / CFA would be desirable
-Experience in the area of wealth management / research / capital markets would be an advantage
-Relevant work experience of at least 2 years

Job Description :
Detailed research on multiple financial products with agreed turnaround timelines :

Mutual funds
- Equities
- Portfolio Management Services
- Bonds
- Real Estate
- Commodities
- Alternative assets
- Life Insurance / Health insurance / Other insurance
- IPOs
- Financial Planning and Personal Finance Trends
- Macro Economy / Domestic and Global Economy
Model Portfolio design, upkeep, analysis and presentation
New Product sourcing, development , tie-ups and management
Initiatives on introduction of new product / services / packages / solutions
Writing research reports on multiple products and asset classes within agreed turnaround timelines
Creation of house view and market outlook within agreed turnaround timelines
Regular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on markets and products
Daily meetings for sharing macro views on global/local economy and global/local financial markets and relevant personal finance trends / financial news / events
Sharing research/investment updates with clients and teams on an ongoing basis through presentations
Content creation for client and team communications newsletters, website, social media, blogs, case studies, articles, etc and coordination with marketing consultants for necessary inputs
Coordination with marketing consultants for effective dissemination of research content to clients
Updation of website, blog, social media to showcase research content
Assisting planning team for portfolio recommendation inputs and in client queries linked to plan and portfolio queries
Research software housekeeping and evaluation of new softwares
Maintenance of research calendars and scheduling research projects

Job Posted By

Amogha .

About Organisation

Quotient Consultancy