Key Responsibilities Conduct detailed equity, mutual fund, PMS, AIF, and bond research using both primary and secondary data sources (SEBI, BSE, NSE, RBI, IMF, etc.). Build and maintain financial models , DCF/FCF valuations, and sectoral comparison frameworks. Support in the development of proprietary indices (e.g., Market Valuation Index) and multi-parameter research tools. Track macroeconomic indicators (GDP growth, interest rates, forex reserves, commodity cycles, global flows) and prepare actionable insights. Prepare client-ready reports, presentations, and investment notes with high accuracy and professional formatting. Monitor corporate announcements, quarterly/annual reports, and regulatory filings to identify investment opportunities and risks. Assist in automation of research workflows using Excel, Python, or data visualization tools . Desired Candidate Profile Bachelor’s or Master’s degree in Finance, Economics, or related field Strong knowledge of Indian capital markets , mutual funds, and global investment trends. Excellent analytical and quantitative skills with experience in financial modeling & valuations . Proficiency in MS Excel, PowerPoint , and comfort with financial databases / tools (e.g., CMIE, Screener, NSE/BSE websites). Familiarity with Python/R or other data analytics tools is a plus. Strong written and verbal communication skills – ability to prepare clear, concise, and well-structured reports. Highly detail-oriented, research-driven, and passionate about investments. Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹18,000.00 per month Application Question(s): Do you have practical experience in building detailed financial models (DCF/FCF/Relative Valuation) and preparing investment research reports using official sources (SEBI, BSE/NSE filings, RBI data, etc.)? Work Location: In person
Key Responsibilities Handle end-to-end client onboarding , KYC, account opening, and UCC creation across MF, PMS, AIF, and broking platforms. Coordinate with AMCs, brokers, RTA (CAMS/Karvy), and custodians for execution of transactions, redemptions, switches, and corporate actions. Manage SIP/STP/SWP registrations, reconciliations, and renewals . Track and ensure timely settlement of trades, payouts, and reporting . Maintain accurate records of client investments in internal systems/CRM. Support compliance, audit, and regulatory reporting requirements . Resolve client queries related to statements, transactions, and operational issues. Coordinate with Relationship Managers and Research team for smooth workflow. Ensure zero error in data entry, MIS reporting, and daily operational tasks . Job Type: Fresher Pay: Up to ₹15,000.00 per month Application Question(s): “Have you directly handled mutual fund / PMS / AIF / equity back-office operations (such as KYC, account opening, SIP/STP/SWP registrations, transaction processing, and reconciliations) in your previous role?” Work Location: In person