- Location
- Rajkot, Gujarat, India
- Job type
- Full-time
Required skills
- asset allocation
- compliance
About the role
Ashutosh Financial Services Pvt. Ltd.
Website:
ashutoshfinserv.com
Job details:
- 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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