Selected Intern's Day-to-day Responsibilities Include Performing market analysis and in-depth research on the equity and debt market Working on the analysis of stocks on various parameters Conducting business studies on the past, future, and comparative performance of equity markets Managing the client's portfolio and their tax planning About Company: We provide financial services to meet all the requirements of our clients efficiently. With our in-depth analysis and expertise, we fulfill and achieve goals and requirements. We provide capital market solutions, wealth management, project financing, insurance, taxation, and accounting services from advisory to execution-everything is served under one roof. Show more Show less
Selected Intern’s Day-to-day Responsibilities Include Perform market analysis and conduct in-depth research on equity and debt markets, including trends, sector performance, and macroeconomic influences. Analyze individual stocks using qualitative and quantitative parameters—such as financial ratios, valuation models, earnings trends, and comparative metrics. Conduct business studies on historical, forecasted, and relative performance of equity markets to inform investment viewpoints. Manage client portfolios with attention to performance tracking and support tax planning through research and documentation. Undertake field visits to companies or market venues where required to gather on-site insights and verify market data. Compile reports and presentations with data visualizations to present research findings, investment strategies, and portfolio reviews. Monitor ongoing portfolio performance, flagging any significant variances and suggesting rebalancing or strategic changes. About Company: We provide financial services to meet all the requirements of our clients efficiently. With our in-depth analysis and expertise, we fulfill and achieve goals and requirements. We provide capital market solutions, wealth management, project financing, insurance, taxation, and accounting services from advisory to execution-everything is served under one roof.
As an Administrative Assistant at MFS (Modani Financial Services) in Jaipur, you will play a crucial role in supporting our team by ensuring smooth office operations and providing valuable assistance to clients in achieving their financial goals. Your background in investment/Equity Market will be instrumental in offering informed recommendations and guiding clients through effective portfolio strategies. Your key responsibilities will include overseeing day-to-day office operations such as buying and sale transactions, client onboarding, and reporting. You will also serve as the primary contact for clients, understanding their financial goals and providing investment advice on mutual fund schemes and other options. Additionally, you will assist clients with transactions, compile data for reports, and maintain strong client relationships by addressing their concerns and offering ongoing support. To excel in this role, you should hold a Bachelors or Masters degree in Finance, along with a minimum of 2 years of proven work experience in an administrative role within the financial services industry. Possession of certifications such as NISM-VA or CFP (Certified Financial Planner) will be advantageous. Candidates should have their own conveyance for transportation. Your success in this role will be supported by strong analytical skills, proficiency in financial analysis tools, excellent communication abilities, and in-depth knowledge of investment strategies and risk management practices. You should be able to work both independently and collaboratively within a team environment. In return, we offer a dynamic work environment that encourages professional growth, continuous learning opportunities in the field of finance, and a competitive salary and benefits package. If you are passionate about investment management and possess the necessary skills to thrive as an Administrative Assistant, we encourage you to apply by submitting your resume and cover letter to caadityamodani@gmail.com by 15th Oct2024. Salary Range: 17000-20000 Per Month,
Selected Intern's Day-to-day Responsibilities Include Performing market analysis and in-depth research on the equity and debt markets Working on the analysis of stocks on various parameters Conducting business studies on the past, future, and comparative performance of equity markets Managing the client's portfolio and their tax planning About Company: We provide financial services to meet all the requirements of our clients efficiently. With our in-depth analysis and expertise, we fulfill and achieve goals and requirements. We provide capital market solutions, wealth management, project financing, insurance, taxation, and accounting services from advisory to execution-everything is served under one roof.