8 Fund Performance Jobs

As a Mutual Fund Advisor at D.R. Shares & Stock Brokers Pvt. Ltd., your role will involve building and maintaining long-term relationships with mutual fund investors. You will need to understand individual client needs and provide appropriate mutual fund solutions. Acting as the primary point of contact for mutual fund-related queries and servicing, you will stay updated on mutual fund products, regulatory guidelines, and market trends. It will be your responsibility to ensure client satisfaction through prompt service and informed recommendations, collaborating with internal teams for smooth transaction processing and reporting. Moreover, educating clients on various schemes, SIPs, and fund...

Role & responsibilities : Performance & Attribution team provides expert analysis on performance, attribution, risk statistics, and holdings data. This global team ensures accurate reporting and system integrity while collaborating with stakeholders across time zones, including Portfolio Managers, Client Services, Sales, and Risk teams. Joining this team offers exposure to cross-functional projects, advanced analytics tools, and opportunities to drive impactful process improvements. How You Will Add Value You will review portfolio performance and risk data for accuracy. You will validate data and resolve exceptions to improve reporting quality. You will provide clear commentary on performanc...

As an Experienced Commentary Investment Writer at Ameriprise India LLP, your key role and responsibility involve delivering financial content as a writer in Asset Management. You will be managing content deadlines and collaborating closely with investment teams to produce insightful and engaging market commentary. Your tasks include: - Producing market commentary, fund reports, and thought leadership content with a good understanding of financial content as an investment writer. - Writing and editing investment insights, market analysis, and fund performance commentaries for both institutional and retail audiences. - Translating complex investment concepts into clear, engaging, and client-fr...

Job Purposes Opportunity for a highly motivated & self-driven professional to join our global Fund Accounting team. This role demands a multi-faceted skillset as you will partner with other lines of business and offshore partners providing oversight and support of daily production, with an overall focus on accurate and timely delivery of projects. Individual work closely with global business partners. Role & responsibilities Prepare daily cash reporting for active private equity secondaries funds. Involving collating data from administrators, banking providers, and internal forecasts and using internal data visualization tool to refresh and review the report. Reconcile movements in capacity,...

Role Overview We are seeking a highly skilled and experienced professional to lead our mutual fund research function. This role will be responsible for delivering actionable insights and recommendations to empower our distributors, clients, and internal teams. The position involves in-depth fund analysis, performance evaluation, market monitoring, and active contribution to product evaluation and distributor education. Key Responsibilities Conduct in-depth research and due diligence on mutual funds across categories (equity, debt, hybrid, etc.). Evaluate fund performance, risk metrics, investment strategy, Total Expense Ratio (TER), and fund manager track records. Design and maintain model p...

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/qua...

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 transformi...

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