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 industriesExcellent analytical and report writing skillsExcellent oral, written communication and presentation skillsSolution-orientedIndependent performerMulti-taskingAbility to perform under pressure in deadline driven projectsAny additional qualifications like CFA / FRM will be an added advantageSkills Required
Pms, Insurance, Report Writing, Mutual Funds, Private Equity