Senior Investment Analyst

Job Description

Department: PMC Research Location: Thiruvananthapuram, Kerala/Hybrid Role: Senior Investment Analyst About PMC Research PMC Research performs the research and due diligence of mutual funds and separately managed accounts (SMA) in Envestnet’s platform. The team is highly experienced and well credentialed and provides in-depth research on mutual funds and SMAs spanning across asset classes like Equity, Fixed Income, Multi-Asset, and Alternatives. Job Summary Investment analysts perform comprehensive research and due diligence on Equity Mutual Funds, ETFs, SMAs which are domiciled in US. Conducting in-depth qualitative research and due diligence on Mutual Funds and Separately Managed Accounts. Assimilating the inputs gathered during the course of research and using it to formulate independent investment thesis. Providing insights to decision makers on individual portfolios and underlying trends that affect various sections of the Equity markets. The incumbent should be able to; Undertake rigorous research, assimilate data from multiple sources, and write quality research reports. Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers. Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction. Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm. Performing attribution and style analysis, conducting competitive research, and analyzing portfolios. Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven). Be a key team player by actively participating in investment committee debates and discussions and communicating views on economy/asset classes/ portfolios under one’s coverage. Educational qualification: Required MBA finance or equivalent Post Graduation specialized in Finance. Added Advantage CFA/CAIA program candidates with any of the levels cleared. Academic projects done in the field of mutual funds/equity research/ credit research (pertaining to bond markets) / portfolio management etc. Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience: Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings. Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable. Show more Show less