CA Industrial Trainee - BFSI Consulting

Job Title - CA Industrial Trainee - BFSI Consulting

Location – Mumbai

 JOB Description

Functional Responsibility / Domain Related

Investment product research:

• Quantitative Research: quantitative analysis like performance calculation, historical trends in performance across various categories of AIFs, mutual fund (MF) / Analysis of Schemes, Fund Managers and asset management companies (AMCs) based on performance, performance attribution, investment analysis and portfolio-based attributes
• Qualitative Research: Qualitative assessment of AIFs, AMCs, and MF Schemes, due diligence of AMC, Report writing on schemes and Mutual Funds (MFs)
• Writing analytical articles related to the investment products/ themes, wealth management and general markets
• Customized Research on various investment products like AIFs, MFs, PMS, retirement funds among others
• Detailed analysis on other financial instruments like PMS products, ULIPs, PE Funds, REITs, retirement funds for customized assignments
• Any other form of customised research for asset managers, distributors and institutional investors