Manager - Funds Research

Job highlights

• Expertise in quantitative portfolio analysis and qualitative mutual fund research with deep knowledge of capital market instruments including PMS, INVTs, REITs, and AIFs
• Conduct portfolio and fund manager performance analysis, prepare thematic research reports, ensure process adherence, meet client deliverables, and manage client engagements through presentations and continuous communication

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