- Location
- Vadodara, Gujarat, India
- Job type
- Full-time
Required skills
- communication skills
- compliance
- cross-functional
- end-to-end
- financial analysis
- portfolio management
About the role
Ascent Financial Solutions
Website:
ascentsolutions.in
Job details:
Company Overview:Ascent Financial Solutions Private Limited is a SEBI Registered Investment Advisory Company with a strong focus on comprehensive financial planning.
Key Responsibilities:Mutual Fund Research- Conduct in-depth research and analysis of mutual funds, including performance analysis, risk assessment, and portfolio composition.
- Stay updated with market trends and regulatory changes affecting mutual funds.
- Provide investment recommendations to the management team based on your research findings.
PMS & AIF Research- Conduct thorough research and analysis of Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs).
- Evaluate the performance, risk, and compliance aspects of PMS and AIF offerings.
- Collaborate with the investment team to make informed investment decisions.
Brokerage Recording & Reconciliation- Maintain accurate records of brokerage transactions related to mutual funds, PMS, and AIFs.
- Perform regular reconciliation of brokerage statements to ensure accuracy and compliance.
- Identify and rectify discrepancies promptly.
Operational Processes of PMS & AIFs- Oversee and manage the end-to-end operational processes related to PMS and AIFs, including client onboarding, fund transfers, and reporting.
- Ensure compliance with SEBI regulations and company policies.
- Collaborate with operations teams to streamline processes and enhance operational efficiency.
Data Management- Maintain comprehensive databases and documentation related to mutual funds, PMS, and AIFs.
- Prepare and update reports for internal and external stakeholders as required.
Requirements / Qualifications:- Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s degree or CFA/CA preferred).
- SEBI certification or relevant qualifications will be an advantage.
- Proven experience in mutual fund research, PMS & AIF research, and operational processes.
- Strong knowledge of financial markets, investment instruments, and regulatory frameworks.
- Excellent analytical, problem-solving, and research skills.
- Proficiency in using financial analysis tools and software.
- Attention to detail, strong organizational skills, and the ability to manage multiple tasks simultaneously.
- Excellent communication skills, both written and verbal.
- Ability to work collaboratively with cross-functional teams and under tight deadlines.
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