Research |amp| Operations Assistant
- Category: Operations Executive Jobs
- Location: Ahmedabad, Gujarat
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 25K to 33K
- Published on: 2025/09/21
Job description
Dedicated Research & Operations Assistant supporting in-depth investment analysis and streamlining operations to enhance financial decision-making.
Responsibilities:
• Data collection & Research Work to be done for Investment Services.
• Review of Client’s portfolio, Preparing Asset Allocations and Suggestions or the investment products.
• To call AMCs and fund houses for investment related queries.
• To make timely resolution for any queries or discrepancies observed or reported by clients whether from RMs or Fund houses and record the same in Query Register.
• To prepare Summary of investment of clients as per the requirements.
• To keep investment software’s up-to-date and checking for malfunctioning.
Experience & Requirement:
• Decent computer proficiency.
• Prior experience of admin & operations profile (Preferably in Finance field).
• MBA (Finance) or B.com/B.B.A preferable.
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