Job highlights

- Expertise in quantitative portfolio analysis and qualitative mutual fund research with deep knowledge of capital market instruments including PMS, INVTs, REITs, and AIFs
- Conduct portfolio and fund manager performance analysis, prepare thematic research reports, ensure process adherence, meet client deliverables, and manage client engagements through presentations and continuous communication

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

📌 Manager - Funds Research (Mumbai)
🏢 Crisil
📍 Mumbai