Job Responsibilities:

• Maintaining Stocks Database, Mutual Fund database and Life Insurance Database.
• Creating analysis templates & defining research methodologies.
• Conducting empirical research.
• Monitoring securities baskets.
• Writing investment reviews.

Skill Set Required:

• Expertise in preparing financial models using spreadsheet .
• Good understanding of mutual fund analysis & portfolio construction.
• Knowledge about mutual funds, stocks, bonds, NPS and life insurance products.
• Knowledge in writing analytical reports.

Experience: Should have 1-3 year’s experience as Research Analyst in Wealth Management /Financial Planning firm.

Qualification:Graduate/ Post Graduate in Commerce/Maths/ Statistics/ Economics, preferably with MBA .

Location:Cochin, Kerala