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Radhika

Lead Consultant at Bean HR

Last Login: 03 February 2025

Job Views:  
159
Applications:  60
Recruiter Actions:  6

Job Code

1512374

Associate Director - Investment Research - Manager Research Team

Posted 1 week ago
Posted 1 week ago

Associate Director - Investments

Manager Research

Company's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process.

The role is responsible for investment strategy and research development at Delegated Solutions.

We will count on you to:

- Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence

- Demonstrate subject matter expertise in leading the manager research vertical

- Contribute to the investment decision-making and manager-selection processes

- Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations

- Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database

- Storing and organizing data on a central database

- After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a company's research template

- Organizing and ensuring that the company's research template is filled in correctly and lacking errors, so it is ready for distribution to company's research group

- Amending and fixing research template errors based on direction from company's research group

- Making sure the accuracy of the data inserted into the company's research template is of the highest integrity

- Manage a team of specialists in producing manager research reports

- Maintain an efficient process for delivering manager research adhering to accuracy and timeliness

- Monitor portfolio performance and markets trends

- Develop reports for internal, external client presentations and senior management

- Contribute to fund performance analysis and draft fund commentaries

- Develop reports for internal, external client presentations and senior management

- Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings

What you need to have:

- 8+ years experience in global markets with adequate exposure in multi-asset/alternatives

- Prior experience in asset management or investment research with strong understanding of investment strategies

- CFA Charterholder and/or progress towards CFA at advance levels is preferred.

- BE/B Tech/B.Com/BBA from reputed college and/or master's in finance / MBA

- Ability to manage multiple projects, stakeholders, and deliverables simultaneously

- Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation

- Can work under pressure and meet deadlines, while delivering a high quality end product

- Keen attention to detail.

- Working knowledge of all asset class with a key focus on alternatives asset class

- Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge

- Ability to efficiently and effectively communicate with other groups across company to solve problems

- Critical thinking capabilities when encountering sticking points

- Evidence of expertise in analytical tools

- Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)

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Posted By

user_img

Radhika

Lead Consultant at Bean HR

Last Login: 03 February 2025

Job Views:  
159
Applications:  60
Recruiter Actions:  6

Job Code

1512374

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