Briefly, my job role includes:
The process comprises in-depth qualitative company analysis. Analyzing past data to determine future trends. The end-product typically includes company reports, quarterly earnings updates, material event updates, among others. Research involved Ratio analysis, Financial Statement Analysis, Industry Analysis.
Crafting effective search strategies and gathering relevant information and data leveraging a broad set of resources (the Internet, print sources, trade associations, government agencies, external research organization etc).
Preparing initiating and update reports on companies.
Job profile included dealing on behalf of clients, handling their portfolios which included equity, mutual fund, life insurance and general insurance.
Dealt in wide variety of financial instruments catering to different financial needs
Direct interaction with clients- understanding their financial needs and constraints, suggesting products suiting their needs.