Description

 - Conduct deep-dive research on mutual funds, equities, ETFs, and global investment products
 - Monitor international market developments, macroeconomic indicators, and sectoral trends to provide timely insights
 - Support advisors in portfolio construction, monitoring, and periodic review of client portfolios
 - Act as the research backbone for advisors for other key matters such as taxation, insurance, and portfolio audit
 - Ideation, research, and analysis of new investment opportunities for Indian and Global Clients

Requirements

Education Qualification: CFA Charterholder/MBA (Finance)/MA Economics/CA
Residence: Delhi NCR
Education Background: Finance
Work Experience (Yrs): Min. 2 Years & Max 6 Years in Investment Research & Analysis/Wealth Management/Portfolio Management/Mutual Funds Research/Financial Planning
Work Profile: Delivering high-quality research and insights to support our advisors in client interactions, portfolio design, and investment decision-making
Certification: Preferred CFPs or NISM Investment Advisor XA and XB 
Communication: Good written and spoken English communication
Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset