Investment Advisory - Mumbai, India - Kaapro Management Solutions
Description
Opening: 1 Nos- Job ID:
Employment Type:
Full Time- Reference:
Work Experience: 3.0 Year(s) To 10.
0 Year(s)- CTC Salary: Not Disclosed by Recruiter- Location:
- Mumbai
DEPARTMENT:
Ideation - Fixed Income
JOB TITLE:
Depending Upon Profile**:3-10 years
Qualification:
Post Graduate / Masters
REPORTS TO:
Head - Ideation / CIO
Responsibilities:
- Generate investment ideas and prepare proposals for
- Analyze Fixed Income Mutual Funds, Bonds, AIFs,
- Track PMS Universe, Index Funds Universe, and Bonds
- Conduct periodic macro studies and provide
- Write reports and conduct portfolio
- Support Relationship Managers and provide client
- Accompany RMs for client visits and reviews
- Build relationships with fund managers and stay updated on
- Contribute to monthly MIS
Requirements:
- Strong understanding of Indian and Global Macro
- Proficiency in analyzing investment vehicles and fund
- Excellent communicationoral and written and presentation
- Ability to generate investment ideas and work collaboratively.
- Detailoriented and analytical
- Knowledge of Fixed Income Mutual Funds, Bonds, AIFs, and
- Familiarity with PMS, Index Funds, and Bonds
- Stay updated on regulatory policies and
Note:
Key Skills:
- Financial Research
- Equities
- Family Office
- Mutual Fund
- Portfolio Review
- Bonds
- Investment Advisory
Company Profile:
- is a niche - client service firm based out in Mumbai catering to wealth solution needs of HNIs, Family Offices, NRIs and Small and Medium enterprises. We are guided by a professional team of leaders with strong domain knowledge and expertise.
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