Analyzing market events, data on mutual fund schemes and preparing category notes and the list of recommended schemes
- Generation of research reports, Investment magazine
- Interaction with fund managers, attending events/ workshops and sharing call/visit notes with RMs
- Presentation of Ideas/reports to RMs/Clients
- Asset Allocation and Review of client portfolios
- Preparing customized reports/presentations
Key Result Areas (KRA) :
- Insights/Trend spotting and ability to generate original ideas
- Ability to generate alpha for recommended category/ schemes vis-a-via benchmark
- Timely generation of research reports, investment ideas
Key Skills :
- Must have in depth knowledge of Macro, Economy, Fixed Income & Equity Markets. Must have sound knowledge of various investment Products, risk profiling, and Asset Allocation techniques. Good report writing, presentation and communication skills are mandatory.
- Should be able to work as a team and cooperate and must be proactive.