Research Analyst

• Investment System Management: Maintain fund-related data in the internal system and perform periodic audits.
• Research Publication Prep: Prepare and compile data for the firm's major research reports, including performance summaries and fund booklets.
• Calculation & Reporting: Generate and verify complex performance metrics and calculations required for internal usage.
• Numerical Data Verification: Rigorously verify all returns, metrics, and numerical data across all reports, publications, and system uploads for absolute accuracy.
• Compliance & Content Check: Review all textual content, disclosures, and formats to ensure factual correctness and adherence to compliance and style guidelines.
• Presentation & Collateral: Prepare and update data used for presentations (PPTs), investment flyers, and research blog posts.
• HNI Portfolio Review: Conduct detailed performance analysis and asset allocation reviews for High-Net-Worth Individual (HNI) client portfolios, preparing actionable research reports.
• Bonds Dealing Support: Assist with the sourcing, pricing, execution, and documentation of fixed-income (bond) transactions for client accounts.
• Maintaining MIS: Regular maintenance of Important MIS as required by the Management.

Job Type: Full-time

Pay: ₹25,000.00 - ₹40,000.00 per month

Benefits:

• Provident Fund

Application Question(s):

• Have you completed CFA Level 1 ?

Education:

• Bachelor's (Preferred)

Location:

• Surat, Gujarat (Preferred)

Work Location: In person