Investment Analyst

1 week ago

Ahmedabad, India White Force Full time

Job description

Analyse market trends and financial data to recommend suitable mutualfunds to clients∙Explain the advantages, disadvantages, and risks of different mutual fundsto clients∙Assist clients in opening accounts and processing investments∙Conduct meetings with institute to assess their financial situation andinvestment goals∙Monitor and review mutual fund performance and suggest changes whennecessary∙Ensure compliance with relevant regulations and guidelines∙Prepare and present reports on mutual fund performance to clients∙Work closely with investment teams to develop investment strategies∙Conducting detailed research and analysis on investment opportunitiesand market trends∙Assisting in making investment recommendations based on the researchand analysis∙Monitoring and managing investment portfolios, ensuring they align withthe clients’ or organization’s investment goals∙Working with financial models to predict economic conditions andinvestment outcomes∙Preparing reports and presentations to communicate investmentstrategies and results to clients or senior management∙Maintaining up-to-date knowledge of the financial market, emergingtrends, and overall economic landscape∙Complying with all industry rules and regulations, and any relevant legalrequirements∙Drafting/assessing various financial agreements.

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