Manager - MF (Financial Planning & Research)

JOB DUTIES AND RESPONSIBILITIESWe are seeking a dynamic and analytical Investment Product Manager to join our Product Research team. With an experience of 2–4 years in investment product research and management, with strong exposure to Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Mutual funds, and other investment products. This...

Research on retirement funds, AIFs and mutual funds: Fund manager selectionPerformance review of fund managerQualitative Research: Qualitative assessment of AMC, MF scheme and retirement funds, Investment process review of asset  manager, due diligence of AMCQuantitative Research: Analysis of fund portfolio, Fund Managers and AMC based on performance,...

Job descriptionLocation: Lower Parel, MumbaiDuration: 6 MonthsAbout BimawalaBimawala Investment Services is a boutique wealth and asset management firm based out of Mumbai. Our offerings include equity and debt research, financial planning, wealth management through various instruments such as MF, PMS, AIF, Bonds, etc.Why Join Us?Gain hands-on experience in...

Senior Consultant - Funds Research Department MI&A Job Description Functional Responsibility / Domain Related The role will include following responsibilities:Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the...

Functional Responsibility / Domain RelatedThe role will include following responsibilities:Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investorsWriting analytical articles related to the investment products/ themes, wealth management and general marketsContinuous engagement with...

Financial Research InternAbout us:Our Founder, Salonee Sanghvi is a fourth generation financial professional with 20+ years of experience in financial services industry.The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a...

Role & responsibilitiesAdvising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.Responsible for generating revenue primarily through...

-Compliance to SEBI (MF) regulations, RBI Act, FDI norms, AMFI-MF Reporting as per SEBI/RBI/PMLA-Co-ordinate with SEBI/other Auditors-Prepare Board Agenda, Notices, MoM, Director's report-Filing of Annual reports, XBRL filings etc with MCA Required Candidate profile-B.Com, ACS, LLB-Any course in Anti Money laundering-3 to 5 Yrs of relevant work exp. in...

This role supports the development and implementation of strategic business initiatives to deliver financial performance They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm s overall finance objectives Responsibilities Partnering with senior management to deliver on financial...

Job description: - Interacting with Institutional client's i.e MFs, Insurance Cos, Banks, FII for regular business. - Increasing revenue, votes, and ranking from Institutional clients. - Spearheading the servicing activities of MFs/ Insurance Cos/ Banks/ FII. Should have existing relationships with Fund house / Insurance companies/ Banks / FII. - Analyzing...