Financial Planning Analyst(mutual fund)

Employer
Corporate Chemistry
Location
Mumbai
Posted
Mar 07, 2024
Closes
Apr 16, 2024
Ref
4527645626
Role
Analyst
Level
Staff
Work Mode
Work from office
Hours
Full Time
Organization Type
Academia, Corporate
Grade Executive/Assistant Manager

Education Graduation/Inter CA

Experience min 1 year of experience in Mutual Fund company/analysis of Mutual Fund Data.

Location Goregaon Office

Responsibilities

Activities pertaining FRE Brokerage Analysis and proper documentation as per regulations complied

Profitability analysis - Region, Product, Channel, PMS, ETF, Digital , client level/ distributor level

Board Notes and other statutory requirements regarding TER and ensuring TER / other limits are in within the guidelines of regulation, Assistance in periodic audits & SEBI inspections

Payouts / Trail analysis, PMS brokerage activities and pricing related

Industry TER comparison analysis and review across product

Automation of all the related reports in Power BI - Brokerage Analysis, TER Board note automation, Notice automation, Peers TER(Total Expense Ratio)

Please share your updated resume if you would be interested in the profile andthe below details:

Total years of Exp:

Relevant Yrs of Exp in the Analysis of Mutual Fund Data.

Fixed CTC:

Variable CTC:

Expected CTC:

Notice Period:

Reason for Job Change:

Current Location in Mumbai:

Kindly share your cvs to (e-mail removed)

Regards,

Chitra

9769460342