RB - Affluent Business:Research Analyst - Alternate Products

Axis Bank

Mumbai, India

7-12 Years

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Job Description

RB - Affluent Business:Research Analyst - Alternate Products

Job Title	RB - Affluent Business:Research Analyst - Alternate Products	Grade
Department	Affluent Business	No. of Positions	1
Location	Mumbai - Worli, CO.	Reporting Authority Job Name
No. of Direct Reports	1	Team Size	1
Job Description	Conduct comprehensive research and due diligence on potential investments products across various asset classes within AIF and PMS. Conduct due diligence on fund managers, asset managers, and other investment partners with similar products. Evaluate fund managers track records, investment philosophies, and adherence to stated objectives. Evaluate legal, regulatory, and operational aspects of potential investments to mitigate risks. Develop models to perform quantitative and qualitative analysis on the product to evaluate investment opportunities and risks. Assess risk-return profiles of different investment products and recommend it to the suitable client's risk profile. Stay updated on market developments, industry trends, and regulatory changes affecting AIFs and PMS. Evaluate and mitigate risks associated with investment products, ensuring compliance with regulatory requirements and internal policies. Identify and manage risks associated with investment portfolios and recommend appropriate risk mitigation strategies. Prepare investment presentations, and reports for clients and stakeholders. Communicate market insights, and portfolio updates effectively to clients and seniors. Prepare internal report required to take approval at the time of onboarding. Respond to inquiries from frontline teams, clients, and other stakeholders regarding alternate asset investments.





Key Relationships (Internal or External Stakeholders)	Internal (RMs, ICs, Distribution and tie-up team). External: BDMs/RMs/CEOs/CIOs/Product teams from across AMCs/Investment Managers.
Major Competencies Required	. Hard working, Diligent, with a strong inclination towards number crunching specifically with respect to capital markets. . Excellent communication skills-both written and Oral. . Ability to work with experienced team. . Ability to understand, synthesize and communicate insights from the central BER / Equity research team to RMs.and ICs . Understanding of quantitative tools including asset allocation methodologies. . Ability to develop view on risk associated with different product investments.
Academic Qualifications / Nature of Relevant Work Experience Required	MBA from a reputed institute/CA/ICWA/CFA with 7-12 years of work experience in investment research and due diligence