Designation: Research Analyst

Location: Ahmedabad (Head Office)

Contact - David 83697 35129 / david.whiteforce1@gmail.com

About Us:

We are a fast-growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of investment products – Equities, Mutual Funds, Fixed Income Instruments, Commodities, and more. We believe in empowering our clients with the tools and knowledge they need to make informed investment decisions. We are seeking a talented and motivated Research Analyst to join our team. As a Research Analyst, you will play a crucial role in delivering in-depth analysis and valuable insights across various asset classes to help our clients make informed investment decisions.

Responsibilities:

• Conduct in-depth equity research on individual stocks, sectors, and industries.
• Analyze financial statements, company performance, and industry trends.
• Prepare research reports, including buy/sell recommendations and target price estimations, reports on mutual funds, and debt market reports.
• Stay updated on market news and events affecting investments.
• Research and analyze fixed-income securities, including bonds and other debt instruments.
• Analyze various mutual funds and other investment vehicles.
• Provide recommendations for asset allocation strategies.
• Develop model portfolios based on client risk profiles.
• Understanding of charts and technical analysis tools
• Collaborate with Wealth Managers to provide investment recommendations and insights.
• Communicate research findings to clients through presentations, meetings, and written reports.
• Prepare market outlook reports and investment strategies.
• Constant coverage of market related news, trends, events, & developments and prepare reports - RBI policy, Budget, Industry developments, Global coverage, Geo-politics, etc.
• Contribute to the development of new investment products and services.

Work experience:

At least 3 years of proven experience in equity, debt, and mutual funds research.

Qualifications:

• Bachelor’s degree in Finance, Business or Economics (Master's degree or CFA designation is a plus).
• Proven experience in equity, debt, and mutual funds research.
• Strong analytical skills and proficiency in financial modeling.
• Excellent written and verbal communication skills.
• Familiarity with financial databases and research tools.
• Ability to work collaboratively in a fast-paced environment.
• Strong attention to detail and ability to meet deadlines.

Certification requirement:

NISM-Series-XV: Research Analyst Certification Examination (if not available, then within one month from the joining date)

Benefits:

Health insurance

Comprehensive training on trading platforms and financial products.

Opportunity for career growth within the organization.

Friendly and collaborative work environment.

Salary: ₹ 5.4 Lac – ₹ 6 Lac per annum CTC

Office Timings:

Weekdays           8:45 am – 6:15 pm

Saturday              10 am – 3 pm

(2^nd and 4^th Saturday off)