Asset Management jobs in Passed CFA Level III (Charter Pending)
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Found 5 India, India jobs
The Group: Morningstar’s Research group provides independent analysis on individual securities, funds, markets, and portfolios. The Research group ...
1 to 6 years of investment/quant research experience on quant finance, mutual fund analysis, asset allocation, and/or portfolio construction.
Analysing, backtesting and evaluating complete spectrum of financial products. Preparing product presentations. Reviewing the client portfolio.
Managing existing clients and on-boarding prospects 1. Understand the Risk profiler of the client and create Investment policy statement (IPS) 2. C...
Overview: TresVista's strategy of having Associates work directly with and be responsible for their own client base provides them with a rich learn...