Position: Manager / AD
Functional Responsibility / Domain Related
- Provide expert advice to retirement funds on investment processes, including investment policy development, asset allocation, and portfolio construction.
- Conduct regular performance evaluations of clients investment portfolios, including analysis of returns, risk, and fees.
- Assist clients in selecting and evaluating portfolio managers, including conducting due diligence, analyzing investment strategies, and assessing fees and performance.
- Collaborate with clients to develop and implement investment policies and standard operating procedures that align with their objectives, risk tolerance, and regulatory requirements.
- Build and maintain strong relationships with clients, including regular meetings, updates, and reporting.
- Stay up-to-date with industry trends, research, and best practices in investment management, and apply this knowledge to client engagements.
- Manage multiple client projects simultaneously, prioritizing tasks and meeting deadlines.
Process Adherence:
- Ensure high quality of analysis and research output
- Successfully meeting deliverables and client requirements
- Initiatives for productivity improvement
- Successfully adhering to SLAs (service level agreements) on specific client engagements
- Documentation of processes
Client Management / Stakeholder Management
- Leading a team of Research Analysts and Senior Research Analysts
- Interaction with clients, market participants including retirement funds, mutual funds, custodian or any other stake holder involved in client mandate
- Contribution towards improving the market position of CRISIL in the Investment research business
