Manager ( Investment Research -Mutual Fund )

3 weeks ago


india CRISIL Limited Full time

CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .



Functional Responsibility / Domain Related

  • Quantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based attributes
  • Qualitative Research: Qualitative assessment of AMCs, MF Schemes, pension or provident funds, due diligence of AMC, investment process review of asset managers, Report writing on schemes and Mutual Funds (MFs) and AIFs
  • Writing analytical articles related to the investment products/ themes, wealth management and capital / money market in general
  • Detailed analysis on other financial instruments like PMS products, AIFs, REITs, INVITs, ULIPs, PE Funds
  • Track regulatory changes and evaluate their impact on products

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

  • Leading a team of Research Analysts and Senior Research Analysts
  • Interaction with clients, market participants including mutual funds, custodian or any other stake holder involved in client mandate
  • Contribution towards improving the market position of CRISIL in the Investment research business
  • Support technology team in implementation of new tools/ process automation

Skills:

  • Sound knowledge of investment product such as mutual fund, pension or provident funds, AIF, PMS, Insurance etc.
  • Understanding of regulations of mutual fund, AIF, pension or provident fund, PMS and Insurance industry
  • Excellent analytical and report writing skills
  • Excellent oral, written communication and presentation skills
  • Team Management
  • MS Office especially MS excel
  • Solution-oriented
  • Independent performer
  • Multi-tasking/ project management skills
  • Ability to perform under pressure in deadline driven projects
  • Any additional qualifications like CFA / FRM will be an added advantage



  • india CRISIL Limited Full time

    CRISIL is hiring for Mutual Fund Research Analyst . Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based attributes...


  • india AssetPlus Full time

    We are seeking a highly passionate and skilled Mutual Fund professional to join our team. This role is ideal for a professional who is deeply enthusiastic about mutual funds and possesses a keen interest in developing mutual fund strategies, training, and guiding intermediaries in understanding mutual fund strategies and concepts. This role will be pivotal...


  • india Waytogo Consultants Full time

    To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring...

  • Mutual Fund Analyst

    4 weeks ago


    india Way2Wealth Brokers Pvt. Ltd. Full time

    Responsible for Mutual Funds selection, propose recommendations after interactions with Fund houses on an on-going basis Detailed portfolio & strategy analysis of Mutual Funds, recommend from a forward-looking perspective Preparing strategy notes along with reports on recommended funds Customized wealth management research activities like risk profiler,...


  • india CRISIL Limited Full time

    CRISIL is hiring for Investment Research expert for Alternative Investments funds AIF . The role will include following responsibilities: Quantitative Research: Benchmarking of AIFs, quantitative analysis like performance calculation, historical trends in performance across various categories of AIFs. Qualitative Research: Qualitative assessment of AIFs...

  • Hiring For NBFC

    1 month ago


    india Skill Ventory Full time

    Roles and Responsibilities - B2C Sales - Mutual Funds Sales - Fixed Deposits - Banking & NBFC Performing Portfolio review of clients Researching and selling Mutual fund and Insurance Products


  • india GOODWILL WEALTH MANAGEMENT PVT LTD Full time

    Company DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...


  • india Aviva India Full time

    Purpose: The jobholder will have the responsibility of supporting the Investment Team with market research on Auto, Cement & Metal sectors , securities, investment options and any macro/ micro event, which is likely to have an impact on the investments of the Company & sectors. Context: The jobholder will work closely with Fund Managers, & Head of Equity...

  • Executive Assistant

    2 weeks ago


    india Value Research India Private Limited Full time

    Job Description Value Research  plays an important and active role in most investors’ journeys. Be it the data you read on leading media outlets such as Bloomberg or Economic Times to check investment information on several fintech players like ETMoney, Groww or PayTM Money, Value Research is the source for all things investment in India. Knowingly or...

  • Product Manager

    1 week ago


    india Kotak Mutual Fund Full time

    Roles & Responsibilities: and own product roadmap new product features and product strategies leveraging the data available in-house (GA4, campaign management tools) understanding of competition products/features in BFSI space; Collecting quantitative data through market research to arrive at best practices/product features have good sense of UI/UX and can...

  • Portfolio Manager

    3 weeks ago


    india SENCE Recruit Full time

    Job Description  ·         Research and generation of investment ideas (bonds and stocks) for clients as well as for proprietary trading·         Portfolio asset allocation in-line with each client’s Investment Policy Statement·         Draft investment memos for the Investment Committee·         Communicate investment...


  • india Link Group Full time

    Overview This role includes but is not limited to preparing and reviewing unit prices, BAS/IAS calculations, Trust distributions and statutory accounts as per client SLA’s. The Senior Fund Accountant will report directly into the Account Manager. The role covers a range accounting functions working on managed funds, private equity funds and listed...

  • Equity Fund Manager

    3 weeks ago


    india XpertReach Full time

    Job Description Our Client is a leading Life Insurance CompanyDeputy Head- Equity Fund ManagerThe Role·      Identify and capitalize on lucrative investment opportunities, ensuring the portfolio's alignment with organizational goals and investor objectives.·      Monitoring of market trends, rigorous financial analysis, and proactive...


  • India Marquee Equity Full time

    Job Description Title: Senior Investment Analyst ABOUT USMarquee Equity, established in 2016, provides end-to-end fundraising solutions. It is the world’s most efficient and effective fund-raising service, with thousands of transactions as part of its track record. Marquee offers bespoke solutions to your fundraising needs. Marquee is a deal origination...


  • india Marquee Equity Full time

    Job Description Title: Senior Investment Analyst ABOUT US Marquee Equity, established in 2016, provides end-to-end fundraising solutions. It is the world’s most efficient and effective fund-raising service, with thousands of transactions as part of its track record. Marquee offers bespoke solutions to your fundraising needs. Marquee is a deal...

  • Relationship Manager

    4 weeks ago


    india Bandhan Bank Full time

    Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...


  • india Bandhan Bank Full time

    Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...


  • india Prodigy Investment Management Full time

    About Prodigy Investment Management: Founded in 2005, Prodigy Investment Management is a niche service provider in the investment management space, whose approach is unconventional and unique. Using our Reverse Research approach, we look for unique businesses that are driven by their internal strengths, secular economic trends and structural changes. Please...

  • Investment Fellow

    1 day ago


    india Fundalogical Ventures Full time

    Fundalogical Ventures is an early growth equity investment fund which will invest in innovative early growth stage companies with a focus on supply chain, logistics and consumption. We are a US$80 million fund investing in pre-Series A to Series B rounds of early growth startups with ticket size of $5-10 million.   The Fund is anchored by successful...


  • india ProHreach Hiring Solution Full time

    Role: Relationship Manager About the Job Investment Advisory Sales & Business Development A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria ● Acquiring clients on investment planning, goal-based...