Investment Research Analyst

1 day ago


Cochin, Kerala, India ADVENXA Full time

We are seeking a detail-oriented and analytical Investment Research Analyst to join our team at ADVENXA. In this role, you will conduct comprehensive research on mutual funds, assess performance metrics, and provide data-driven investment recommendations to clients.

Role Overview:

The successful candidate will have a Bachelor's degree in Finance, Economics, or a related field, along with certifications such as CFA, CFP, or CWA. Strong analytical skills and experience in financial modeling are essential, as well as excellent communication and presentation skills.

Key Responsibilities:

  • Conduct thorough research and analysis of mutual funds, including performance, market trends, and risk factors.
  • Maintain an updated database of mutual fund performance.
  • Provide actionable investment recommendations and support portfolio strategies.
  • Prepare reports and presentations for clients and internal stakeholders.
  • Stay up-to-date on market developments and regulatory changes.
  • Create customized investment portfolios based on client goals and risk tolerance.

Benefits:

  • Performance Incentives: Attractive rewards based on individual and team achievements.
  • Professional Growth Opportunities: Continuous learning and skill development programs.
  • Collaborative Work Environment: Supportive and inclusive culture fostering teamwork and innovation.

Salary: ₹30,000 to ₹50,000 per month, based on experience.



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