Job Description
Job description
Dedicated Research & Operations Assistant supporting in-depth investment analysis and streamlining operations to enhance financial decision-making.
Responsibilities:
• Data collection & Research Work to be done for Investment Services.
• Review of Client’s portfolio, Preparing Asset Allocations and Suggestions or the investment products.
• To call AMCs and fund houses for investment related queries.
• To make timely resolution for any queries or discrepancies observed or reported by clients whether from RMs or Fund houses and record the same in Query Register.
• To prepare Summary of investment of clients as per the requirements.
• To keep investment software’s up-to-date and checking for malfunctioning.
Experience & Requirement:
• Decent computer proficiency.
• Prior experience of admin & operations profile (Preferably in Finance field).
• MBA (Finance) or B.com/B.B.A preferable.
Dedicated Research & Operations Assistant supporting in-depth investment analysis and streamlining operations to enhance financial decision-making.
Responsibilities:
• Data collection & Research Work to be done for Investment Services.
• Review of Client’s portfolio, Preparing Asset Allocations and Suggestions or the investment products.
• To call AMCs and fund houses for investment related queries.
• To make timely resolution for any queries or discrepancies observed or reported by clients whether from RMs or Fund houses and record the same in Query Register.
• To prepare Summary of investment of clients as per the requirements.
• To keep investment software’s up-to-date and checking for malfunctioning.
Experience & Requirement:
• Decent computer proficiency.
• Prior experience of admin & operations profile (Preferably in Finance field).
• MBA (Finance) or B.com/B.B.A preferable.
💡 Quick Summary
Seeking a career-building opportunity? The Research Operations Assistant position is now open for candidates interested in the Operations Executive Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
