Associate - Funds Research

Job Description

Role - Associate - Funds Research Location - Mumbai/ Pune Employment Type - Third Party Payroll (Contractual) 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 Compiling newsletters and writing summary of different asset classes (eg: equity, debt etc.) 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 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 Communicates with internal & external clients and/or issuers as necessary Skills Sound knowledge of the investment products like mutual fund, PMS, Insurance etc. Has strong understanding about financial markets and current affairs Understanding of regulations of mutual fund, PMS and Insurance industry Excellent analytical and report writing skills Excellent oral, written communication and presentation skills MS Office especially MS excel Independent performer Multi-tasking Ability to perform under pressure in deadline driven projects.