Senior/Junior Investment Analyst - BFSI

Investment Analyst

- A Leading provider of wealth management solutions in the industry with more than 650 employees worldwide head quartered in Chicago, USA and with Primary offices in New York, Denver, Silicon Valley, and Trivandrum, India.

- Is Looking for Investment Analyst based out in Trivandrum.

- The firm has grown to serve more than $316B in total platform assets and more than 1.5 million investor accounts

Role :

- Perform comprehensive, unbiased research and due diligence on a broad spectrum of asset classes and investment vehicle types. They use their analytical ability in discovering and monitoring best investment ideas.

- His responsibilities would include performing attribution and style analysis, conducting competitive research, analyzing portfolios and authoring unbiased research reports on different managed products, focusing on a particular asset class.

- He will also participate in the investment team meetings and will also be part of framing strategic directions for the team working with Portfolio management committee

Knowledge & Skill Requirements :

- Perform Research and Due Diligence on MFs, SMAs (Separately Managed accounts) and FSPs(Fund strategist portfolio)

- Source and Analyze DDQ's (Due Diligence Questionnaire) and pitch books

- Write a research report on the fund/strategy

Experience and Education Requirements :

Experience for Senior Investment Analyst : Preferred 4 + years as an Analyst or related areas in Investment Analysis

Experience for Junior Investment Analyst : Preferred 1 to 3 years [Including MBA Freshers with strong acumen

Industry : Mutual Fund Analysis and Fund Sales

Qualification : MBA Finance, CFA