Mutual Fund Analyst

4 weeks ago


Mumbai, India Way2Wealth Brokers Pvt. Ltd. Full time

Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis

Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspective

Preparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler, goal analysis, asset allocation and model portfolios across asset classes

Providing advisory support, making client proposals and working on asset allocations suitable to client’s objective and risk profile.

Report writing skills, Analytical approaches, Product knowledge.



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