Manager - Investment Research

4 weeks ago

Gurgaon, Haryana, India Bean HR Consulting Full time

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 a company's research template

- Organizing and ensuring that the company's 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 company's research group

- Making sure the accuracy of the data inserted into the company's 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:

- 5+ 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

- CFA Charterholder and/or progress towards CFA at advance levels is preferred.

- BE/B.Tech/B.Com/BBA from reputed college and/or master's 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

- Keen attention to detail

- 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 companies 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.)

What makes you stand out?

- Ability to understand the link between data, client needs and its application to the "bigger picture."

- Excellent stakeholder/client management skills.

- Positive attitude & ability to adapt to ever-changing environment.

- Strong multi-tasking skills.

- Excellent written and verbal communication and report writing skills.

Mandate:

CFA- Any Level

Riya Choudhary
Bean HR Consulting-"Ahead Your Search"

(ref:iimjobs.com)

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