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