Portfolio Research Specialist

5 days ago


Cochin, Kerala, India Zappier Technologies Full time
Job Description

The successful incumbent will be responsible for providing high-quality investment research to support portfolio management for a dedicated group of investors.

Main Responsibilities:

  • Provide high-quality research to support Client Advisers in providing excellent advice to high net worth clients and investors.
  • Partner with Client, Business Support, and Third-Party Service Providers to ensure relevant product access and competitive pricing for clients.
  • Review gaps in portfolios with respect to risk profiles and provide market updates to the team.
  • Prepare reports related to the portfolios, as well as specific product performance, and develop strong understanding of the client services function.
  • Responsible for the operation and maintenance of any in-house funds and portfolios.

Requirements:

  • Strong team player with excellent interpersonal skills and ability to integrate quickly into an established team.
  • Sound knowledge of banking products and services, including investment products such as mutual funds, equities, bonds, ETFs, and treasury products.
  • Proficiency with financial tools such as Bloomberg and Microsoft Excel required.
  • A keen interest in the regional wealth management industry.
  • Strong analytical, written, and spoken English skills, with relevant banking and/or finance qualifications highly regarded.

About Zappier Technologies:

Zappier Technologies is a leading provider of innovative solutions for the wealth management industry. We are committed to providing our clients with exceptional service and support.



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