We Are Hiring for
Mutual Fund Research Analyst
Location: Edappally Padivattom Kochi
Department: Investment Advisory
Salary : 30000 to 50000 per month based on experience.
Role Overview:
We are looking for a detailoriented and analytical Mutual Fund Research Analyst to join our Investment Advisory team. In this role you will conduct comprehensive research on mutual funds assess performance metrics and provide datadriven investment recommendations to clients.
Key Responsibilities:
- Conduct research and analysis of mutual funds including performance market trends and risk factors.
- Maintain an updated database of mutual fund performance.
- Provide actionable investment recommendations and support portfolio strategies.
- Prepare reports and presentations for clients and internal stakeholders.
- Stay updated on market developments and regulatory changes.
- Design customized investment portfolios based on client goals and risk tolerance.
Requirements
Bachelor s degree in Finance Economics or related field.
Certifications: CFA CFP or CWA (mandatory).
Strong analytical skills and experience in financial modeling.
Excellent communication and presentation skills.
Proficiency in MS Office (Excel PowerPoint Word).
Ability to work in a fastpaced team environment.
Benefits
Performance Incentives: Attractive rewards based on individual and team achievements.
Professional Growth Opportunities: Continuous learning and skill development programs.
Collaborative Work Environment: Supportive and inclusive culture fostering teamwork and innovation.
sales or marketing experience in Investment sector, bank and BFSI. Knowledge of financial products.
Education
Degree Mandatory