-Part of the Individual Savings Account (ISA) Manual Transfer-In team, handling the smooth and accurate processing of ISA transfers between financial institutions.-Support the Help to Buy ISA (H2B) scheme by ensuring customers' queries are resolved and transactions processed efficiently.-Collaborate with internal teams and external partners to resolve any discrepancies in the ISA transfer process.Perform detailed reconciliation and monitoring of transactions to ensure compliance with regulatory standards.-Utilize data-driven insights to improve service efficiency and operational performance.-Work towards optimizing processes to deliver a seamless customer experience, focusing on continuous improvement.

*Understanding the Equity Research role.*Analysing the company reports.*Providing the view of the company.*Fundamental research.*Providing Recommendations on the meeting.

*Understanding the financial statement of the company.*Creating reports using different parameters.*Screening top companies using the parameters.*Providing final recommendation

*Understanding the valuation reports.*Valuation of the company (Dcf, WACC, ratios).*Overview of the valuation report.

*Assisting in opening a Demat account.*Connecting with people.*Understanding a Business.

*Understanding Price movements.*Reading charts using different time frames.*Price actions.*Chart patterns and their impact.*Hindsights on Dow theory.*Technical Indicators.*Overview of Fundamental analysis.