Associate - Client Servicing

5 months ago

Koregaon Park Pune Maharashtra, India Multi-Act Equity Consultancy Pvt. Ltd. Full time

Multi-Act has developed a proprietary Investment Framework - combining fundamental, technical, quantitative and behavioral analysis. The research/analysis is primarily driven towards client advisory requirements, and it could be on Indian as well global investment securities. The Research Associate works on all sectors on equity market and other asset classes as well.

**Role and Responsibilities**

Primarily work areas of Research Associate (Client Servicing) are:

- Mutual Fund Analysis and Advisory in the propriety framework
- Equity Research and Analysis
- Analysis of fixed income instruments in the propriety framework
- Analysis of other investment securities (Alternatives, IPOs, Hedge Funds etc.)
- Support Analysts/Investment Advisors in Client Advisory responsibilities

**Qualifications and Education Requirements**
**Education Qualifications**:

- CA (Must have)
- CFA (Good to have)

**Required Skills**:

- Knowledge of Accounting and Ratio Analysis
- Familiarity with Annual Reports/Financial Reports
- Proficiency in Excel/MS Office Suites/Database environment

**Preferred Skills**:

- An eye for detail and liking for numbers.
- Good communication Skills (Verbal and Written) and Confidence for client interactions.
- Professional development in terms of investment related readings and understanding thought processes of leading global investors is encouraged.
- Sincerity and efficiency are required with demonstration of interest and willingness to learn.

**Minimum work experience Required**:0-3 years of experience (preference for work exp in funds analysis).

**Job Types**: Permanent, Full-time

**Salary**: ₹66,666.00 - ₹83,333.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Provident Fund

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus

Application Question(s):

- Are you passionate about investment?

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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