
Funds Research Consultant
5 days ago
Senior Consultant - Funds Research
DepartmentMI&A
Job DescriptionFunctional 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
1
Mandatory SkillsCustomized Research, Financial Product Analysis, AIF, Alternate Investment Fund Research, Mutual Fund Research, Investment Product Analysis
Education QualificationMBA (Finance) or equivalent OR CA , CFA
Experience2 to 4 years
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