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Mutual Fund Analyst Responsibilities and Duties

Perform research and analysis to recommend investment solutions and mutual funds according to company’s investment policy.

Communicate effectively with financial advisors, marketing staff and services team for decision-making to support company’s long-term strategy.

Coordinate with research team to identify investment options and risks.

Maintain a database of all research information with conclusions and recommendations.

Stay updated with latest developments in fund industry and market economy.

Contribute to investment articles, columns and special reports.

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