Functional Responsibility / Domain Related
- Portfolio Analysis / Mutual Fund Research:
- Quantitative analysis: Analysis of Portfolio / Schemes / Fund Managers / AMC based on performance attribution and portfolio-based attributes.
- Qualitative Research: Review of policies, standard operating procedures (SOPs) preparation of reports on themes related to retirement, fund management, strategy etc
- Customized Research:
- Deep understanding of capital market instruments and detailed analysis, includes PMS, INVTs, REITs, AIFs for customized research assignments;
- Any other form of customised research for asset managers, distributors and institutional investors
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
- Documentation of processes
Client Management / Stakeholder Management
- Continuous engagement with existing clients
Creating and making presentations to client reports / other reports
📌 Financial Consultant (Mumbai)
🏢 Crisil
📍 Mumbai