Consultant - Funds Research

2 - 4 years

9 - 13 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

 Functional Responsibility / Domain Related

The role will include following responsibilities:

  • Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors
  • Writing analytical articles related to the investment products/ themes, wealth management and general markets
  • Continuous engagement with existing clients
  • Detailed quantitative and qualitative analysis on other financial products like MFs, PMS, ULIPs, PE Funds, REITs, InvITs for bespoke assignments
  • Qualitative Research: Qualitative assessment of AIFs based on various parameters like organisation structure, investment and risk management processes, process due diligence of AMC, report writing on investment products
  • 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

 

Required Skills

  • Sound knowledge of the investment products like AIFs, Private equity, venture capital funds, mutual fund, PMS, Insurance etc.
  • Understanding of regulations in AIFs, mutual funds, PMS and Insurance industries
  • Excellent analytical and report writing skills
  • Excellent oral, written communication and presentation skills
  • Solution-oriented
  • Independent performer
  • Multi-tasking
  • Ability to perform under pressure in deadline driven projects
  • Any additional qualifications like CFA / FRM will be an added advantage

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Crisil

Financial Services

Mumbai Maharashtra

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