Mutual Fund Advisor
5 days ago
Role & Responsibilities:
- Conduct fundamental research on equities, sectors, and mutual funds.
- Analyse company financial statements, balance sheets, cash flows, and earnings reports.
- Prepare valuation models (DCF, comparables, ratios) for stock recommendations.
- Track macroeconomic indicators, interest rates, and policy changes affecting investments.
- Evaluate mutual fund schemes (equity, debt, hybrid) and prepare comparative analysis.
- Provide inputs on asset allocation and portfolio construction for client portfolios.
- Write research reports, stock notes, and fund recommendations for internal and client use.
- Work closely with advisory team to align research with client financial goals.
Preferred Candidate Profile:
- 3 - 5 years of experience in equity or mutual fund research.
- Strong financial analysis and valuation skills.
- Excellent proficiency in Excel, Google Sheets, and financial modelling.
- NISM or CFA certification (preferred, not mandatory).
- Strong written and verbal communication to present research clearly.
- Passionate about capital markets, investing, and wealth creation.
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