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AVP - Distribution - Equity Advisory & Stock Research
2 months ago
We are seeking a highly skilled and experienced AVP - Distribution to join our team.
- The ideal candidate will have a strong background in equity advisory and stock research, with the ability to interpret complex data and provide actionable insights.
- This role requires a deep understanding of financial markets, mutual funds, and stocks, as well as the ability to coordinate with advisors and maintain comprehensive databases.
Job Responsibilities:
- Interpret data from underlying portfolios and analyze results using statistical techniques.
- Provide ongoing reports and insights to support investment decisions.
- Coordinate with various advisors to acquire relevant data and ensure the accuracy and maintenance of databases.
- Maintain a comprehensive understanding of mutual funds and stocks to provide informed advice and support.
- Conduct fundamental and technical research to support investment decisions.
- Analyze market trends and financial data to provide insights and recommendations.
- Assist in the development and implementation of investment strategies.
- Provide expert advice and support to clients and internal teams.
Education and Experience Requirements:
- 5-8 years of experience in equity advisory, stock research, or investment advisory.
- Strong background in equities, fixed income, and mutual qualifications include Masters or CFA, CFP, or CA.
Skills:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to interpret complex data and provide actionable insights.
- Proficiency in statistical analysis and financial modeling