Mutual Fund Analyst
- Type:
- Full Time
- Location:
- MUMBAI
- Description:
-
Company Name: GEPL CAPITAL PRIVATE LIMITED
Educational Qualification: Candidates who have cleared all exams of CFP, with 6 months to 1 year experience. Salary upto 8 lacs.
About Company: Winner of the "Maharashtra Best Employer Brand Award-2018". The Company has a nationwide network of over 100 offices, serving over 30,000 clients across India. GEPL is a member of the BSE, NSE, MCX, NCDEX, CDSL, WDM and Insurance sectors. Company believes in nurturing talent and possesses experts from the industry to execute it. It provides ample growth opportunities & platform for a healthy work life balance.
Website: www.geplcapital.com
JOB DESCRIPTION :
we are seeking a seasoned Mutual Fund Analyst with in-depth experience in mutual funds and a robust understanding of financial concepts. The successful candidate will be responsible for recommending mutual funds and providing expert analysis on market outlooks and product notes, as well as generating comprehensive periodic reports.
KEY RESPONISBILITIES:
- Analyse mutual funds and suggest funds for investment on regular basic
- Delivering detailed client portfolio reviews and conducting strategic analysis of Mutual Funds.
- Offering product support and preparing tailored client presentations to address their Investment needs.
SKILLS REQUIRED:
- Proven experience in mutual fund analysis and a strong grasp of financial concepts.
- Expertise in creating market outlooks, product notes, and periodic reports.
- Strong analytical skills to perform in-depth client portfolio reviews and strategy assessments.
- Ability to present complex investment ideas to clients clearly and persuasively.
- Familiarity with industry-standard tools such as Morningstar Direct platform is preferred
Share your resume with email subject line – “Ref” FPSB India”
- Hiring Manager Details:
-
Seema Kumawat