Senior Manager, Technical and Derivatives Research Analyst

Conducting analysis, preparing materials and writing reviews on different financial products available in market.Keeping up to date with market developments (fiscal, monetary, economic), new investment products/ services, and all other areas that can affect retail individual’s personal financial status and financial marketsResearching information from various sources and Identifying trends and ideas for thought provoking, timely and market centric content developmentDrafting and writing qualitative commentary, research reports for Siri Investors Club Website on general principles and components of financial planning, market commentary, attribution comments, buy / sell rationales, product profiles, and web content.Writing, editing, revising regularly and proof reading of content as well as checking for spelling and grammatical errors in order to provide investing ideas to a novice investor audience of Siri investor’s club website.Manage day to day publication of financial website content including articles, and info graphicsManaging content and production of regular and ad hoc financial markets commentary and investor’s education materials through digital and social media delivery mechanisms including market/economic updates, blog posts, brochures, and newsletter articles, editorials and web articles and web content.Collaborating with colleagues, across functions including junior executives, other writers, creative services, compliance and other marketing teams to develop best in class articles, presentations and materials.Assist and support the education and promotion of importance of financial planning including seminars, webinars, product knowledge, marketing assistance, query resolutions of investors club membersInteracting, providing and discuss feedback, major points and concerns to senior management regarding Siri investor’s club member’s perception, prospects and issues.Ensuring that all due diligence, regulatory frameworks and compliance are met

• Organizing corporate presentations and seminars on importance of financial planning.• Mutual funds and other financial products performance evaluation across fund classes and performance relative to its benchmark using Sharpe ratio, Trey nor ratio, Jensen’s Alpha.• Arriving at Client Risk profiling using Risk profile questionnaire.• Current Asset reviews and Net worth evaluation of Client using personal financial ratios like basic liquidity ratio, solvency ratio, saving rate to income ratio, debt to income ratio and equity in home.• Goal Mapping and Asset mapping and review of current financial situation on a continuous basis.• Life Insurance needs evaluations using Income Replacement Value, HLV (Human Life Value) and Needs Analysis methods. • Retirement Corpus Planning.• Preparation of rough draft of financial planning.

• Educating and guiding Clients on importance of financial planning.• Mutual Funds and other Financial products performance evaluation• Arriving at client's risk profiling using risk profile questionnaire.• Current Asset Reviews and Net worth evaluation.

• Analysis of indices, equity stocks on a continuous basis for investing/ trading opportunities.• Generating and circulating Equity calls and ideas which have great momentum of movement on either side on Indian indices and stocks using Technical Analysis over trading terminals and mails.• Identification of Stocks which can outperform or underperform markets and explaining their situation using Technical Analysis.• Preparing post closing outlook describing current day movement and forecasting future price movement using Technical Analysis on Indian indices at the end of the day.• Preparing weekly reports on stock indices and stocks forecasting medium / long term price projections.• Answered investors / traders doubts regarding Indices and stocks over phone and emails.• Preparing track sheet for calls generated and open positions held.

• Educating and guiding investors on financial products.• Conducting Client / Investor awareness campaign for financial education.• Identify financial needs of the investors.• Sell financial products to clients as per their financial needs.