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Research Analyst (mutual funds) or Financial Planner or Mutual Fund Analyst @ Ethos Wealth Management

Company Name Ethos Wealth Management
Location Bangalore, India
Job Type Research Analyst (mutual funds) or Financial Plann
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : Ethos Wealth Management is a boutique Investment Advisory firm focused on providing timely and transparent Wealth Creation & Wealth Management solutions with a detailed focus on Tax Efficiency and Risk Management.Easy to use Technology & Transparent Research, along with Financial Accountability, helps Ethos create a niche. Without a rupee spent on Marketing in 6 years, Ethos is actively managing over 35 Executives across the globe with over INR 100 Crores.

Job Location : Bangalore

Job Profile & Responsibilities : 

  • Goal Based Financial Planning: Prepare ‘Comprehensive’ Plans for clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents
  • Investment Advisory Portfolio: Recommended mutual fund portfolio’s based on Asset Allocation Model, based on- Risk, Time & Liquidity
  • Research Reports: Generate Weekly Client e-mailers, Product Notes, Budget Updates & content for Facebook, LinkedIn & blog
  • Monitor & Report Client Portfolios: Actively Monitor client portfolio’s to ensure progress as planned & provide monthly Portfolio Reports

Candidates Profile :

  •  Worked as a mutual fund financial planner ( OR )
  •  Worked with mutual fund research ( OR )
  •  Worked with mutual fund company ( OR )
  •  Worked in wealth management financial planning etc
  • Mutual Fund Research
  • Excel (for financial planning) and Word (for reports)
  • Creating and Re-balancing Mutual Fund Portfolios
  • Certified Financial Planner (Preferable)
Experience : 2 to 3 years experience

Salary :  INR 4 Lakhs to INR 6.5 Lakhs, based on experience

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.


Posted Date 09/01/2018