Financial Planning Analyst(mutual fund)
- Employer
- Corporate Chemistry
- Location
- Mumbai
- Posted
- Mar 07, 2024
- Closes
- Jul 31, 2024
- Ref
- 4498663211
- Role
- Analyst
- Level
- Staff
- Certification
- Other
- Work Mode
- Work from office
- Hours
- Full Time
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 and the 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 corporatechemistry5@gmail.com
Regards,
Chitra
9769460342
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 and the 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 corporatechemistry5@gmail.com
Regards,
Chitra
9769460342