Consultant - Funds Research

2 weeks ago


Mumbai, Maharashtra, India Crisil Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Functional Responsibility / Domain Related

The role will include following responsibilities:

  • Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors
  • Writing analytical articles related to the investment products/ themes, wealth management and general markets
  • Continuous engagement with existing clients
  • Detailed quantitative and qualitative analysis on other financial products like MFs, PMS, ULIPs, PE Funds, REITs, InvITs for bespoke assignments
  • Qualitative Research: Qualitative assessment of AIFs based on various parameters like organisation structure, investment and risk management processes, process due diligence of AMC, report writing on investment 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

Required Skills

  • Sound knowledge of the investment products like AIFs, Private equity, venture capital funds, mutual fund, PMS, Insurance etc.
  • Understanding of regulations in AIFs, mutual funds, PMS and Insurance industries
  • Excellent analytical and report writing skills
  • Excellent oral, written communication and presentation skills
  • Solution-oriented
  • Independent performer
  • Multi-tasking
  • Ability to perform under pressure in deadline driven projects
  • Any additional qualifications like CFA / FRM will be an added advantage


  • Mumbai, Maharashtra, India CRISIL Ltd Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Senior Consultant - Funds Research Department MI&A Job Description Functional Responsibility / Domain Related The role will include following responsibilities:Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the...


  • Mumbai, Maharashtra, India VIVRO Financial Services Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: Research Analyst – Mutual FundsLocation:AhmedabadDepartment:Wealth ManagementReports To:Senior Vice PresidentJob Summary:We are seeking a detail-oriented and analyticalResearch Analystto support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes...


  • Mumbai, Maharashtra, India Axience Full time ₹ 2,50,000 - ₹ 12,00,000 per year

    Consultant / Sr. Consultant - Research and ConsultingAbout the CompanyAxience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clientsWe provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm...


  • Mumbai, Maharashtra, India, Maharashtra Axience Full time

    Consultant / Sr. Consultant - Research and Consulting About the Company Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clientsWe provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded...


  • Mumbai, Maharashtra, India, Maharashtra Nextyn Full time

    At Nextyn, we're on the lookout for skilled individuals to join our Research & Consulting team. As a pivotal link between data, clients, and industry insights, you'll be instrumental in delivering precise and actionable solutions that empower strategic decision-making. You will join our dynamic and collaborative team where your expertise will be valued, and...


  • Mumbai, Maharashtra, India Exceed Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Our client, a Leading Financial services company is looking out for Equity Research Trainee to be based at Mumbai.The ideal candidate should be a CA Freshers (1st /2nd Attempt only) preferably completed their arcticle-ship in big 4 Management Consulting Firms.The individual shall track the sector on a regular basis and develop a deep understanding of the...

  • Mutual Fund Analyst

    1 week ago


    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Mutual Fund Research AnalystRole Summary:We are looking to hire a dynamic and detail-oriented Research Analyst who will play a key role in supporting our mutual fund distribution business through structured fund analysis, performance evaluation, and process due diligence. The role involves maintaining accurate fund data, publishing insightful research...

  • Fund Manager

    2 weeks ago


    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 9,00,000 - ₹ 18,00,000 per year

    Fund Manager -(Accountabilities associated with the job)Conduct deep fundamental research on companies, sectors & macro trendsThis is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity...


  • Mumbai, Maharashtra, India Cedar-IBSi Capital Full time

    Role: Manager – Fund Admin & Investor RelationsLocation: MumbaiReports to: Founder & Managing Partner, Associate PartnerAbout Cedar–IBSi Capital:Cedar-IBSi Capital is the region's leading early-stage FinTech venture capital fund, primarily focused on B2B FinTech and Financial Services-Infrastructure companies. The $20-25mn fund has achieved a First Close...

  • Fund Manager

    1 week ago


    Mumbai, Maharashtra, India ACME SERVICES PRIVATE LIMITED Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Portfolio Management & ConstructionDevelop, execute, and monitor comprehensive investment strategies.Construct and manage portfolios by integrating top-down macroeconomic views and bottom-up company analysis.Ensure alignment with fund mandates, investment objectives, and risk-return profiles.Research Integration & Decision-MakingIntegrate proprietary and...