Fund Management (CFA, UCITS) - 4+ Years- Mumbai

Location: Powai
Discipline: Investment Banking
Job type: Permanent
Contact name: Naina Khurana

Contact email:
Job ref: 39618
Published: 9 months ago

Fund Management (UCITS) - 4+ Years - Mumbai

An exciting role for CFA Pursuing professionals having at least 4 years of experience in fund oversight, fund management, investment strategy, fund regulatory, UCITS & AIFs.

Location: Mumbai

Your Future employer: A leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum.


    1. Developing a deep and thorough investment understanding of the funds.
    2. Reviewing the investment strategies of the funds including appointment of underlying investment managers.
    3. Contributing to and review the sustainable investment policies of the funds.  Liaise closely with the wider team.
    4. Ensure suitable reporting flows and communication to facilitate efficient oversight programme for the investment management function
    5. Reporting to the Board on at least a quarterly basis and escalating any matters that require their attention as soon as possible.
    6. Drafting and reviewing documentation required to liaise with the regulator in relation to the investment management of the funds in a timely manner.
    7. Maintaining, updating & enhancing document investment management processes and procedures.
    8. Building a strong understanding of the Security Lending Programme and keep up to speed with changes in the industry.



  1. 4-8 years of technical work experience in financial sector
  2. Diverse background across Funds/Asset Management is a must
  1. Candidates having CFA will be preferred


What is in it for you?

  1. Fast track career growth
  2. Market leading remuneration
  3. Liaise extensively with stakeholders

Reach Us: If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at for further discussions.

Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.

Profile Keywords- Mumbai Jobs, Fund Management, Regulatory Compliance, Investment Strategies, Investment Policies, Investment Strategies, UCITS, AIFs, Investment Management, Fund Oversight, Fund Regulations, Alternative Investments, Investment Strategy, Investment Policy, Crescendo, Crescendo Global