
Senior Investment Researcher
1 day ago
Role Overview
We are seeking a dynamic and analytical professional to join our research team as a Senior Investment Researcher. The successful candidate will be responsible for conducting in-depth analysis of mutual funds, portfolio management services, and alternative investment funds.
Key Responsibilities- Track and analyze the performance of various fund categories across different asset classes.
- Conduct quantitative analysis: risk metrics, return on investment, and market benchmarking.
- Perform qualitative assessment of fund managers, their investment strategies, and risk management practices.
- Maintain accurate and up-to-date information on various financial products and services.
- Assess fund manager's track record, tenure, investment style, and decision-making process.
- Review compliance, governance, and operational risks associated with fund platforms.
- Maintain an internal scoring framework for evaluating fund products.
- Stay updated on regulatory changes, industry developments, and market trends affecting the mutual fund, PMS, and AIF industries.
- Monitor industry innovations, such as factor-based investing, ESG considerations, and alternative structures.
- Analyze global market trends and their applicability in the Indian context.
- Prepare comprehensive research reports, fund notes, and presentations for internal teams and clients.
- Support the investment committee with research insights and recommendations.
- Provide data support to sales and advisory teams for client-facing analysis.
- Strong understanding of financial markets, asset classes, and portfolio management.
- Proficiency in financial modeling, Bloomberg, Refinitiv, Morningstar, or similar tools.
- Excellent analytical, communication, and presentation skills.
- Ability to synthesize complex data for strategic decision-making.
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