Description

•        Detailed research on multiple financial products with agreed turnaround timelines. The list includes - Mutual funds, Portfolio Management Services, Bonds/FDs, AIF, PMS, SIF and Gift City etc
•        Understanding trends in the Macro Economy / Domestic and Global Economy
•        Model Portfolio design, upkeep, analysis, and presentation.
•        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.
•        Weekly 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 fo necessary inputs.
•        Coordination with the content writer for effective dissemination of research content to clients.
•        Updation of website, blog, and social media to showcase research content.
•        Assisting the planning team with portfolio recommendation inputs and client queries linked to planning and portfolio queries.
•        Research software housekeeping and evaluation of new software.
•        Maintenance of research calendars and scheduling of research projects.
•        New Product sourcing, development, tie-ups, and management and  Initiatives on introducing new products/services/packages/solutions.

Requirements

-        Service-oriented. Strong organisational and time-management skills

-        A Collaborative team player, performs well with systematic processes and procedures

-        Must have a good grasp of English and good communication skills.

-        Excellent skills in advanced Microsoft Excel, Word & PowerPoint

-        Critical thinking, analysing mindset

-        Ability to take the initiative and execute assigned tasks promptly and flawlessly.

-        Common Sense Financial Acumen