3 Manager Research Jobs

As a Portfolio Manager, Private Markets at Franklin Templeton, you will co-manage private markets solutions end-to-end in partnership with internal teams and external managers. Your role will involve supporting portfolio construction and asset allocation across strategies, as well as partnering with internal and external investment teams to select and monitor investments. You will oversee the investment lifecycle for a variety of investment types, including primaries, secondaries, and co-investments, across private asset classes such as private infrastructure equity & debt. Additionally, you will support due diligence, manage the underwriting process for new investments, manage liquidity, capital deployment, and risk for private market solutions, as well as monitor and report on portfolio holdings, including manager oversight. Furthermore, you will represent FTIS in client meetings and stakeholder discussions. **Experience, Education & Certifications** To excel in this role, you should have: - 10+ years of relevant private markets investing experience, including infrastructure as a limited partner or institutional allocator. - Experience in managing or supporting multi-manager portfolios in private asset classes. - A proven record in institutional investment management and multi-asset team collaboration. - Experience with evergreen or semi-liquid fund structures and liquidity management. - CFA (Chartered Financial Analyst) or equivalent preferred; advanced degrees are a plus. **Technical Skills** Your technical skills should include: - Broad experience as an institutional allocator in private equity, credit, and real assets. - Proficiency in portfolio construction, capital allocation, and risk management. - Underwriting experience for co-investments and fund investments, including general partner assessment. - Understanding of infrastructure sectors and asset types like renewable energy, digital infrastructure, logistics, and social infrastructure. - Familiarity with semi-liquid fund structures. - Comfort with valuation oversight, performance analytics, and reporting for private assets. **Soft Skills** In addition, your soft skills should include: - Excellent communication and relationship-building skills. - Ability to explain investment concepts to private wealth audiences. - Professional presence for client meetings and due diligence. - Integrity and professionalism in fiduciary roles. The standard working hours for this position are hybrid (four days in office) and the location is New York City (On-site). The annual salary for this position is expected to range between $180,000 to $200,000, plus an annual discretionary bonus, depending on location and level of relevant experience. Please note that Franklin Templeton offers a comprehensive benefits package, including three weeks paid time off the first year, medical, dental, and vision insurance, a 401(k) Retirement Plan with a company match, an Employee Stock Investment Program, a Tuition Assistance Program, and more. If you believe you need an accommodation or adjustment to search for or apply for this position, please send an email to accommodations@franklintempleton.com.,

Role Overview: You will be part of the Morningstar Indexes team's Center of Excellence in Product Operations during the morning shift in Vashi, Navi Mumbai. Your main responsibility will be to support Indexes clients and the sales group by providing data, research, and analytics for a wide range of Morningstar indexes across different asset classes. You will work independently to ensure continuous coverage for Morningstar Indexes global sales and clients. Key Responsibilities: - Become a product expert on Morningstar Indexes to effectively address client and sales queries promptly - Assist the sales team by providing presentations, marketing collaterals, data, research, and analytics - Collaborate with internal teams and prospective clients to launch and operationalize Morningstar Indexes - Supervise the daily publishing and delivery of end-of-day index values, portfolios, and other files to internal and external clients in a timely manner - Monitor daily index calculation and ensure smooth dissemination of daily files - Engage with vendors, escalate issues, and collaborate to resolve them - Work with the Robotic Process Automation team to automate manual tasks and improve process efficiency - Develop self-help modules/templates on Morningstar Direct to enable sales and service teams to independently handle general data-related queries Qualifications Required: - Bachelor's or master's degree in Engineering, Finance, Management, Economics, or related fields with a strong interest in Finance - Progress towards CFA/FRM certification is preferred - Proficiency in MS Office, SQL, and Python - Strong written and verbal communication skills - Ability to collaborate effectively with global teams and deliver high-quality results within tight deadlines - Passion for innovation and a genuine belief in Morningstar's core values Company Details: Morningstar is an equal opportunity employer offering a hybrid work environment that allows remote work with regular in-person collaboration. The company values purposeful together time at least three days a week and provides various benefits to enhance flexibility. Employees are equipped with tools and resources to engage meaningfully with global colleagues.,

Note - Fund accounting and NAV calculation people will not work. Job Description: Senior Manager/Associate Director - Investments Manager Research Company's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role is responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into company's research template Organizing and ensuring that the research template is filled in correctly and lacking errors, so it is ready for distribution to company's research group Amending and fixing research template errors based on direction from research group Making sure the accuracy of the data inserted into the research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 8+ years experience in global markets with adequate exposure in multi-asset/alternatives Prior experience in asset management or investment research with strong understanding of investment strategies BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation Can work under pressure and meet deadlines, while delivering a high quality end product Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across company to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Suitable/Interested candidates can share their resume at radhika@beanhr.com