Fund Analyst

6 days ago

Bangalore, India Acuity Knowledge Partners Full time

Requirement

Experience - 4 to 7 Years

Location - Bangalore

Job Description

We are looking for an energetic professional, who is passionate about working on financial data. You will work closely with leading global asset manager and their Marketing and client-servicing teams. We enable client’s marketing team to promote their funds through different marketing platforms across the globe.

Work with Funds and ETF structuring teams of a major investment bank.

Coordinate and communicate with various teams for input data, translators and compliance teams.

Create/update client marketing material (Factsheets, Brochures, Sales Ideas, Flyers, Pitch-books and Strategy updates) for mutual funds, ETFs and alternative investments.

Create/update monthly performance reports for funds. Work on Thought Leadership pieces, ETF landscape, ETF newsletters, competitor fund analysis reports, and regulatory reports.

Liaise with external translators for conversion of the reports into non-English languages, get the reports approved on the compliance review system, and publish them on intranet and public website.

Department

Marketing collaterals production is a core service within the Fund Marketing Services line of business at Acuity where individuals transform client’s critical fund data as per marketing requirements.

Core Skills for the Position

Excellent written and verbal communication skills, thoughts are well structured and articulated.

Passionate about learning new things and flexible about tasks.

Tracks issues to closure and keeps all stakeholders informed about the progress.

Background in Capital Markets/Mutual Funds.

Excellent written and verbal communication skills.

Highly data-centric role requires exceptional attention to detail.

Basic understanding of investment products such as mutual funds, ETFs etc Acuitykp.com

Optimal Skills set for the position

Good understanding of Finance concepts and knowledge of Capital Markets.

Good knowledge of Adobe Acrobat and MS Office applications in particular MS Excel and MS PowerPoint.

VBA Knowledge added advantage.

Experience in Fund Marketing support such as preparing marketing collaterals such as factsheets, presentations, sales ideas and brochures.

Familiarity with Fund prospectus, annual reports and offering documents.

Familiarity with databases such as Bloomberg, Aladdin, Morningstar, Seismic and Reuters.

Exposure to marketing collateral production tools like Seismic, Synthesis etc.

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