Sr. Research Analyst – Mutual Funds (3-7 years)
Job opportunity for a working professional with at least 3 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.
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
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
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
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