Manager - Funds Research

Role Summary

Functional Responsibility / Domain Related

· Portfolio Analysis / Mutual Fund Research:

o Quantitative analysis: Analysis of Portfolio / Schemes / Fund Managers / AMC based on performance attribution and portfolio-based attributes.

o Qualitative Research: Review of policies, standard operating procedures (SOPs) preparation of reports on themes related to retirement, fund management, strategy etc

· Customized Research:

o Deep understanding of capital market instruments and detailed analysis, includes PMS, INVTs, REITs, AIFs for customized research assignments;

o Any other form of customised research for asset managers, distributors and institutional investors

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

· Continuous engagement with existing clients

· Creating and making presentations to client reports / other reports

Essential Qualification

CA

MBA (Finance) or equivalent

Additional qualification of CFA / FRM will be added advantage

Experience5-6+ YearsSkills

· Excellent understanding of debt and equity market

· Sound knowledge of the capital market instruments and various investment products like mutual fund, PMS, INVITs, REITS, AIFs, Insurance etc.

· Understanding of regulations of mutual fund, PMS and Insurance industry

· Excellent analytical and report writing skills

· Excellent oral, written communication and presentation skills

· Proficiency in MS Office, especially MS excel and Power Point Presentation

· Independent performer

· Multi-tasking

· Ability to perform under pressure in deadline driven projects

· Prior experience of client management

Functional Responsibility / Domain Related

• Portfolio Analysis / Mutual Fund Research:
  

  • Quantitative analysis: Analysis of Portfolio / Schemes / Fund Managers / AMC based on performance attribution and portfolio-based attributes.
  • Qualitative Research: Review of policies, standard operating procedures (SOPs) preparation of reports on themes related to retirement, fund management, strategy etc

• Customized Research:

  • Deep understanding of capital market instruments and detailed analysis, includes PMS, INVTs, REITs, AIFs for customized research assignments;
  • Any other form of customised research for asset managers, distributors and institutional investors

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

• Continuous engagement with existing clients
• Creating and making presentations to client reports / other reports