· Research work on different Articles & Press Release of different Buy-Side Firms and identifying important prospectus news, keeping track and upload them in Contact Management system.
· Accessing and searching Securities and Exchange Commission (Sec.gov), Investment Advisor Public Disclosure (IAPD), Company Website, Linkedin profile to identify and work on Hedge Funds, Mutual funds, Exchange Traded funds, Close-end funds, Firm profile and maintain them in Contact Management System for Zacks service tool (ZST).
· Analyzing different firms brochure, fund prospectus, factsheet and other sources to fetch information about sector, market caps and other important aspects related to capital markets.
· Create full Income Statement of a firm with segment details, geographical breakdown, revenue growth summary and balance sheet through company press release and other trusted sites.
· Analysis different clients models and update figures through workbench software.
· Preparation of CSM and sent it to clients as per requirement.
· Check company’s earnings (Press Release) time to time and update income statement.