Mutual Fund Research Analyst

4 weeks ago


Ernakulam, India ADVENXA Full time
Job Description

We Are Hiring for 

Mutual Fund Research Analyst

Location: Edappally, Padivattom, Kochi

Department: Investment Advisory

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



Role Overview:

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


Key Responsibilities:

  • Conduct 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 updated on market developments and regulatory changes.
  • Design customized investment portfolios based on client goals and risk tolerance.


RequirementsBachelor’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.

BenefitsPerformance 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.

Requirements
sales or marketing experience in Investment sector, bank and BFSI. Knowledge of financial products.

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