Mutual Fund Research Professional - BFSI

The Research process involves analysis of the Mutual Funds in terms of underlying Investment Process & Philosophy, Fund Management Team, Portfolio Construction & Positioning, Intrinsic Risk Characteristics, Scenario Dependencies, Performance and Volatility Profile.

The individual will be a part of the Global Fund Approvals and Research team based out of Bangalore. Team covers mutual funds in a broad array of global, regional and single country equity and fixed income asset classes like US Equites, European Equities, Chinese Equities, Indian Equities, Investment Grade Bond Funds, High Yield Bond Funds, Property Funds and Money Market Funds etc.

The primary responsibilities include:

- To undertake detailed and rigorous research of mutual funds and prepare quality research reports. The research process will incorporate analysis around the following components.

Investment Process & Philosophy

Fund Management Team

Portfolio Construction & Positioning

Intrinsic Risk Characteristics

Scenario Dependencies

Performance and Volatility Profile

- A critical component of the research process is to conduct telephonic research interviews with portfolio managers of Mutual Funds within the relevant asset class. This will involve

The preparation of detailed agendas which are customized as per the asset class and the respective fund

Leading and conducting these interviews

Assimilating this information with other information sources.

Communication skills are very important to make these interviews a two way engaging conversation

- Preparation of mutual fund specific research notes

Each analyst will be expected to complete a formal research note consistent with the prevailing quality standards and update the same on a regular basis as the need arises.

Regular Monitoring and Asset Class Knowledge:

- Each Analyst is expected to regularly monitor the key developments in the economy, mutual fund industry and the asset class to which he/she is aligned.

- It is critical to analyze the impact of such events on the mutual funds under coverage especially from a risk perspective

- Over time Analyst is expected to develop good understanding of his/her asset class

Salary offered: 4 - 12 LPA