1. back-office operations like, purchase, redemptio (online & physical) 2. upload transaction files from RTAs 3. Review of Mutual fund portfolios 4. Update and analyze past returns, brokerage details 5. Provide client support and service
1. Taking orders to buy/sell shares from investors 2. Updating clients on their share holdings, Market levels 3. Back office work like uploading Holding files, trade files & other compliances 4. Client Support, other miscellaneous back office work
fundamental & financial analysis earnings announcements, management commentary & sector developments daily news & market events equity research reports, investment notes & presentations Buy/Hold/Sell recommendations manage & guide the research team
1. Back-office activities like purchase, redemption etc for clients 2. Upload NAV, transaction files from RTAs, review of returns, maintain client's portfolios in software. 3. Analyze past returns, brokerage, expense ratios in Mutual fund schemes Required Candidate profile NISM VA Certification, Knowledge about Mutual fund operations, KYC, Good communication, Client support & services.
fundamental & financial analysis earnings announcements, management commentary & sector developments daily news & market events equity research reports, investment notes & presentations Buy/Hold/Sell recommendations manage & guide the research team
Role & responsibilities Ensuring smooth back office operations while doing mutual fund investments. Prepare investment notes, comparison reports, and fund recommendations . Assist in portfolio monitoring, asset allocation analysis, and reporting . Track market trends and macroeconomic indicators affecting investment decisions. Collaborate with the investment team to support client presentations and reports . Preferred candidate profile Recenly completed B.com, BBA, MBA(Finance), CA/CFA Interns