A. Position Overview
Position Title
Manager - Investments
Department
Investment
Level/ Band
401/Manager
Role Summary:
-Company/ Sector Research & Analysis
-Make investment recommendations to the Fund ManagersNetworking with Industry participants
B. Organizational Relationships
Reports To
Head of Equity
Supervises
Job Dimensions
Geographic Area Covered
Pan India
Stakeholders Internal
CIO, Fund Managers
Stakeholders External
Research providers, Companies
C. Key Result Areas
Company/ Sector Research & Analysis
·Collecting and evaluating financial data for a sector and/or company and study economic trends and developments in stock markets.
· Conducting a business analysis of companies in respective sectors from time to time and, identify, access and monitor key risks.
·Attend earnings calls, conduct channel checks, and participate in management meetings/site visit to assess companies.
·Develop and maintain financial models to forecast company performance and assess valuation metrics for investments.
· Generation of current investment ideas.
Facilitatethe Fund manager




·Make investment recommendations to the Fund Managers.
Networking with Industry Participants
·Developing a rapport with senior management and investor relation executives of companies under coverage as well as other industry participants.
Risk
·Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
D. Skills Required
Technical
Essential
Desired
Fundamental Analysis
•
Valuation Techniques
•
Financial Modeling
•
Financial Databases
•
MS Office
•
Behavioral
•
Essential
Desired
Interpersonal skills
·
Communication skills
·
Creative thinking skills
·
Supervising/Leadership skills
·
Teamwork Skills
·
Influencing skills
·
Relationship Building skills
·
Decision making skills
·
E. Incumbent Characteristics
Essential
Desired
Qualification
MBA from a reputed (Tier I) Inst

📌 Manager - Investments (Mumbai)
🏢 TATA AIA LIFE INSURANCE
📍 Mumbai