Skip to main content

This job has expired

Financial Planning Analyst(mutual fund)

Corporate Chemistry
Mumbai Mumbai Maharashtra, Maharashtra, India
Competitive Salary
Closing date
Jun 14, 2024

View more

Job Role
Financial Planning & Analysis
Contract Type
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


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)




Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert