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Financial Planning Analyst(mutual fund)

Employer
Corporate Chemistry
Location
Mumbai Mumbai Maharashtra, Maharashtra, India
Salary
Competitive Salary
Closing date
Oct 15, 2024
View more categoriesView less categories
Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
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 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

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