3 Fund Performance Jobs

Role & responsibilities Conduct in-depth research and due diligence on mutual funds across categories equity, debt, hybrid, etc. Evaluate fund performance, risk metrics, strategy, TER , and fund manager track records. Develop model portfolios suited to different risk profiles and investment needs Monitor market trends, SEBI/AMFI regulations , and fund industry developments. Assist in empanelment of new AMCs and products on the NJ platform. Create and maintain research reports, fact sheets , and presentations for distributor education. Compare funds against benchmarks and peers to identify relative strengths and weaknesses. Prepare research reports, fact sheets, presentations, and monthly/quarterly fund review notes. Support the sales and distribution team with insights, training, and investor communication strategies. Periodically review and track recommended fund performance and suggest changes where required. Desired Qualifications & Experience: MBA (Finance), CFA preferred (completed or in progress). 10+ years of experience in mutual fund research, investment analysis, or portfolio advisory . Strong understanding of the Indian mutual fund landscape and regulatory frameworks (SEBI, AMFI). Familiarity with tools like Excel, Value Research, Morningstar India, Bloomberg . Skills That Matter: Strong analytical and communication skills (written & verbal). Ability to translate research into distributor-friendly recommendations . Collaborative, client-centric, and solution-oriented approach. Comfort working in a fast-paced, distributor-driven ecosystem.

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity: Quantitative Analysis : EY Consulting is building a better working world by transforming businesses through the power of people, technology and innovation. Our client-centric approach focuses on driving long-term value for our clients by solving their most strategic problems. EY Consulting is made up of three sub-service lines: Business Consulting (including Performance Improvement and Risk Consulting), Technology Consulting and People Advisory Services. We help our clients in identifying and managing the interplay between upside and downside risk in order to make the long-term decisions to prevent risk and impact on their organization's ability to meet its future business strategy and objectives. The 3 key fields of play are : Enterprise Risk - helps clients identify and address key risk areas, while building the agility to respond quickly. The areas of focus include Enterprise risk and resilience, Internal audit, Compliance and Internal controls Technology Risk - helps clients to achieve sustainable growth by supporting their efforts to protect their business performance and by providing trusted communications on internal control and regulatory compliance to investors, management, regulators, customers and other stakeholders. EY teams accomplish this by assessing the technology risks that are introduced to businesses. Financial Services Risk - helps clients in the financial sector to identify, manage and monitor the risks in their business. It is done through a transformative and agile approach including process and procedures, risk, data modelling and analytics, reporting to stakeholders and third parties, business requirements (for software selection and IT implementation), analysis of assets and liabilities, and capital and liquidity management. Role & responsibilities Ongoing proactive performance monitoring of the structured credit / asset-backed Finance portfolio, including servicer & originator dialogue. Financial modelling and sensitivity analysis Updating performance metrics in clients portfolio systems Preparation of quarterly reviews and presentation to Investment Committee Working with senior term members on refinancings, restructurings and exit of positions in the portfolio Collaboration with other teams across client, including Investor Relations, Risk and ESG in the creation of quarterly reporting, investor materials and other ad-hoc requests Where applicable, assisting with larger transaction Work-Out’ scenarios / Restructurings Opportunity to take ownership of the portfolio monitoring and reporting on certain deals Attributes required from successful candidates may be: Circa 2-4 years relevant experience – ideally in an advisory / quantitative / ABS / Securitisation / transaction services / leasing / restructuring / rating agency role Ability to learn quickly on the job and determination to upskill in new asset classes Experience working with ABS, structured finance, secured lending is useful Experience working with asset / NPL servicers is also useful Strong academic background Strong quantitative abilities - Power BI /Tableau /Python /SQL are useful (but not essential) skills Commercial awareness and an understanding of financial statements / modelling and structures Good report writing & presentation skills Preferred candidate profile Qualification and Experience: Any graduate / post-graduate. Experience range – 2 to 4 years Experience in portfolio monitoring and portfolio valuation, strong acumen of quantitative analysis and portfolio modelling using VBA and Python. The candidate should have hands on experience in SQL, Power BI/Tableau. The candidate should have experience of credit market and asset backed securities. What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain positive energy, while being adaptable and creative in their approach.

work- Oversee fund performance Manage capital structure & asset finance Ensure compliance, regulatory standards Business growth through partnerships leadership initiatives and team Good Representation skills Fundraising and valuation Expert only Annual bonus Health insurance Provident fund