Research Analyst -mutual Fund Job in Karvy Stock Broking Ltd

Research and Analysis:

• Study Mutual Funds on various parameters from Secondary sources (AceMF Database and Primary Sources (Calls with Fund Manager) to select Funds in focus across categories.
• Study the company objectives, safety and their financials in case of NCD/Bonds/ IPOs.
• Study the company financials, ratings and their past repayment history in case of Company Fixed Deposits.

Building Portfolios for Clients:

• Preliminary Risk profiling of the client based on the Questionnaire prepared.
• Further investigation in terms of client requirements, objectives, timeframe and risk appetite.
• Asses the Tax planning needs
• Assess the cash flow requirement and creation of Emergency Fund
• Create a mix of products based on the Requirement
• Select the products with long term perspective or in sync with investors timeframe.

Support (Sales Team/ Investors):

• Select funds across categories and send to team for ready reference.
• Track the performance and make necessary changes based on the changing trends.
• Product Reports on NCD/Bonds/IPOs/Mutual Fund NFOs
• Monthly Newsletter which comprises of Market roundup, Performance of MF schemes, ongoing NCD/Bonds and Fixed Deposits
• Attend to the queries from Investors and resolve their queries.
• Design and formulate Mail campaign content with the help of designer.
• Respond to the mail campaign queries and resolve them. Also, leads generated are passed on to the team.
• Following up with the team on closure of leads.

Articles and Reports:

• NCD/Bonds/IPO/ NFO Reports as and when product is launched.
• Monthly newsletter containing Market Roundup, Fund/NFO/NCD/Theme Report
• Periodical reports on Select Mutual Funds.

Requirements

• Experience of minimum 3 years in mutual fund/Equity market analysis
• CFP or CFA level 2or 3 certification is desirable not must
• NISM VA is a must