Financial Research Expert

8 hours ago


Cochin, Kerala, India ADVENXA Full time
Job Description

We are seeking a skilled Financial Research Expert to join our Investment Advisory team in Kochi, India.

Location: Kochi, Kerala
Department: Investment Advisory
Salary: ₹30,000 to ₹50,000 per month, based on experience.

We are looking for an analytical and detail-oriented Financial Research Expert who will conduct comprehensive research on mutual funds, assess performance metrics, and provide data-driven investment recommendations to clients.

Key Responsibilities:

  • Conduct thorough analysis of mutual funds, including performance, market trends, and risk factors.
  • Maintain an updated database of mutual fund performance.
  • Develop actionable investment strategies and support portfolio optimization.
  • Prepare detailed 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.

Requirements

  • Bachelor's degree in Finance, Economics, or related field.
  • Certifications: CFA, CFP, or CWA (mandatory).
  • Strong analytical skills and experience in financial modeling.
  • Excellent communication and presentation skills.
  • Proficiency in MS Office (Excel, PowerPoint, Word).
  • Ability to work in a fast-paced team environment.

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.

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