Job
Description
Functional Responsibility / Domain Related Mutual Fund & Investment Research Conduct mutual fund rankings of schemes, fund managers and asset management companies based on various quantitative and qualitative parameters. Writing analytical articles on investment products, general market trends and performance of mutual fund schemes. Providing detailed analysis and research on a range of investment products, including MFs, PMS, ULIPs, and other financial instruments, to support customized research assignments and help clients navigate the complexities of the investment landscape. Understanding of end-to-end process for factsheet creation for AMCs and Wealth Managers Experience of creating newsletters, product notes and scorecards for AMCs and Wealth Managers. Track and analyze fixed income markets, mutual fund performance, and fund flows. Monitor and interpret SEBI, RBI, and IRDAI regulations impacting mutual funds, corporate treasuries, exempted PF trusts, and ULIPs. Corporate Treasury & Exempted PF Trusts Analyze and evaluate corporate treasury portfolios, including their fixed-income and alternative investments. Research investment strategies adopted by exempted PF trusts and provide insights on asset allocation, risk, and compliance. Stay updated on global and domestic macroeconomic trends impacting treasury management. Customised Research Detailed analysis on other financial instruments like PMS products, ULIPs, PE Funds, REITs for customized research assignments Any other form of customised research for asset managers, distributors and institutional investors Client Engagement & Business Development Support Continuously engage with clients, providing insights, research updates, and portfolio solutions. Support business development (BD) initiatives through sample creation, proposal writing, and research presentations. Collaborate with internal teams to develop research-driven thought leadership reports. Operations & Regulatory Updates Track and interpret Indian and global economic and regulatory updates to assess their impact on investment strategies. Ensure research is aligned with compliance and regulatory frameworks. 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 Client Management / Stakeholder Management Continuous engagement with existing clients
