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Job Description

  • Conduct research on global markets (equities, ETFs, bonds, commodities) and track macroeconomic, geopolitical, and policy developments
  • Analyse financial statements, earnings, sector trends, and global indices (S&P 500, NASDAQ, MSCI)
  • Prepare research reports, investment notes, and client-ready summaries
  • Provide investment ideas, support asset allocation, and assist in portfolio construction & diversification
  • Identify short- and long-term opportunities with risk-return evaluation
  • Support the execution of global transactions and coordinate with brokers/custodians
  • Maintain trade records and ensure timely settlements
  • Handle operational coordination, documentation, and data management
  • Monitor portfolio performance, benchmarking, and reporting; assist in rebalancing
  • Ensure compliance with SEBI regulations, KYC/AML norms, and maintain audit documentation

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Job ID: 145313419