Associate - Funds Research

Crisil


Date: 2 days ago
City: Pune, Maharashtra
Contract type: Full time
Role - Associate - Funds Research

Location - Mumbai/ Pune

Employment Type - Third Party Payroll (Contractual)

Functional Responsibility / Domain Related:

  • Mutual Fund Research:
    • Quantitative Research: Ranking / Analysis of Schemes, Fund Managers and AMC based on performance, performance attribution and portfolio-based attributes.
    • Qualitative Research: Qualitative assessment of AMC and MF Schemes, due diligence of AMC, Report writing on schemes and Mutual Funds (MFs)
    • Writing analytical articles related to the investment products/ themes, wealth management and general markets
    • Compiling newsletters and writing summary of different asset classes (eg: equity, debt etc.)


  • Customized Research:
    • Detailed analysis on other financial instruments like PMS products, ULIPs, PE Funds, REITs for customized research assignments
    • Any other form of customised research for asset managers, distributors and institutional investors
Process Adherence:

  • Ensure high quality 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

  • Communicates with internal & external clients and/or issuers as necessary Skills
  • Sound knowledge of the investment products like mutual fund, PMS, Insurance etc.
  • Has strong understanding about financial markets and current affairs
  • Understanding of regulations of mutual fund, PMS and Insurance industry
  • Excellent analytical and report writing skills
  • Excellent oral, written communication and presentation skills
  • MS Office especially MS excel
  • Independent performer
  • Multi-tasking
  • Ability to perform under pressure in deadline driven projects.
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