Senior Manager/Associate Director - Investment/Fund Manager Research

Job Details:

Position: Senior Manager/ Associate Director - Fund /Investment Manager Research

Job Location: - Mumbai & Gurugram

Shift Timing: - 12:30 PM to 9.30 PM

Hybrid Policy: 3 days from office and 2 days' work from home

Role & Responsibilities:

- 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 or fund 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 research template

- Organizing and ensuring that the company 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 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

Preferred candidate profile:

- Experience in global markets with adequate exposure in multi-asset/alternatives (Senior Manager - 6+ years & Associate Director - 8+ years with on paper team handling experience)

- 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 masters in finance / MBA

- 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

- Evidence of expertise in analytical tools

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