Financial Research Expert
8 hours ago
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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