Location: Bangalore
Job Description:
Use of Morning Star AWS Research Software.
Market update- domestic and global- weekly, monthly and quarterly.
Sectors update about portfolios of various investment plans we recommend.
Investment Opportunities.
Monthly call with partners
Active management of client portfolio based on each ones Risk Ability, Risk Willingness and Time Horizon.
Stock Analysis and Recommendations- Domestic and International with rationale and technical and fundamental parameters
New investment opportunities and product analysis based on risk profile of the client.
Strategic and Tactical Asset Allocation building portfolios.
Webinars on various topics for clients.
Investment Policy Statement.
Micro and macro economics
Qualification
Graduate with 3+years’ minimum experience.
CFA level 1/ CFA 2/ CFA 3
In-depth knowledge of financial products.
Excel PPT and word
Ability to work with a team.
Skills Required
Analytical ability, number crunching
In depth stock market sectors and equity technical understanding.
Willingness to meet fund managers, interact, and understand strategies options and
products.
Comfortable with timelines and maintain the same.
Please share resumes/ Cv to careers@dilzer.net