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



 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


 Comfortable with timelines and maintain the same.

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