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Equity Specialist - Wealth Management

Equity Specialist - Wealth Management

360 ONE Wealth

2 - 6 years

0 Lacs

Mumbai Metropolitan Region

Posted:4 weeks ago| Platform:

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Skills Required

management analysis excel programming research

Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for to hire an equity specialist for our Product Intelligence Unit (PIU).
Key Responsibilities1. Analysis key local/global market trends to formulate and communicate firm's investment strategy.2. Due Diligence on equity fund managers across PMS/AIFs/MFs 4. Shortlisting equity fund managers across PMS/AIF/MFs using our manager selection framework. 3. Review existing recommended equity-oriented product using our fund appraisal framework. Ideal candidate should be passionate about equity investing , comfortable with quantitative analysis and with a zeal to learn. Good excel and programming skills will be an added advantage. MBA/CA/CFA with 2 to 6 years' experience in wealth/asset management or equity research.

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