Research Analyst/Senior Research Analyst - Fund Research - Advisory Firm

Research Analyst - Fund Research - Advisory Firm

We are hiring for one of the Advisory & Strategy Firm.

Role : Research Analyst/Senior Research Analyst

Qualifications : PGDM / MBA / CA / CFA

Responsibilities :

- Detailed portfolio and performance evaluation of corporate / institutional investors' portfolio

- Performance review of fund manager

- Customized index construction, modification and management suitable to investment strategy followed by institutional investors

- Preparation of portfolio review reports and presentation to clients.

- Regular interaction with and timely response to client queries

- 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

- At least 5 years' experience in the field of mutual fund evaluation, fixed income securities, equity investments, .

- Sound knowledge of fixed income market and understanding of equity market.

- Sound knowledge of investment products like mutual funds, PMS, AIF, InVITs, ReITs etc..

- Excellent analytical, and report writing skills

- Excellent oral, written communication and presentation skills

- MS Office especially MS excel

- Independent performer and ability to work with team