Manager - Funds Research (6-10 years)

Location: Mumbai
Discipline: Research
Job type: Permanent
Contact name: Nishant Sharma

Contact email: nishant.sharma@crescendogroup.in
Job ref: 36424
Published: 4 days ago

Manager – Funds Research (7-12 years)

Job opportunity for a working professional with at least 7 years of work experience in Mutual Funds research and someone who is working on client specific research requirements. You will be responsible for Quantitative & Qualitative research of mutual funds.

Location: Mumbai

Responsibilities: 

Functional Responsibility / Domain Related

Mutual Fund Research:

  • Quantitative Research: Ranking / Analysis of Schemes, Fund Managers and AMC based on performance, performance attribution and portfolio-based attributes.

  • Qualitative Research: Qualitative assessment of AMC and MF Schemes, due diligence of AMC, Report writing on schemes and Mutual Funds (MFs)

  • Writing analytical articles related to the investment products/ themes, wealth management and general markets

  • Customized Research.

  • Detailed analysis on other financial instruments like PMS products, ULIPs, PE Funds, REITs 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

Requirements:

  • MBA (Finance) or equivalent

  • Additional qualification of CFA / FRM will be added advantage

  • Sound knowledge of the investment products like mutual fund, PMS, Insurance etc.

  • Sound knowledge of the mutual fund, PMS and Insurance industry.

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