Senior Manager - Investment Solutions - Mutual Fund Research Analyst

Intellectual Capital
  • Mumbai
  • Confidential
  • 3-8 years
  • 05 Oct 2015

  • Research(Equity/Industry), Investments

  • Investment Banking, Financial Services/ Capital Markets
Job Description

Analyzing market events, data on mutual fund schemes and preparing category notes and the list of recommended schemes

- Generation of research reports, Investment magazine

- Interaction with fund managers, attending events/ workshops and sharing call/visit notes with RMs

- Presentation of Ideas/reports to RMs/Clients

- Asset Allocation and Review of client portfolios

- Preparing customized reports/presentations

Key Result Areas (KRA) :

- Insights/Trend spotting and ability to generate original ideas

- Ability to generate alpha for recommended category/ schemes vis-a-via benchmark

- Timely generation of research reports, investment ideas

Key Skills :

- Must have in depth knowledge of Macro, Economy, Fixed Income & Equity Markets. Must have sound knowledge of various investment Products, risk profiling, and Asset Allocation techniques. Good report writing, presentation and communication skills are mandatory.

- Should be able to work as a team and cooperate and must be proactive.

Competencies/Skill sets for this job

Equity Fixed Income Investment Products Mutual Funds

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Intellectual Capital