Associate Director - Fund Research and Portfolio Analytics

CRISIL Ltd; Mumbai City; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

CRISIL Ltd in Mumbai is seeking an Associate Director - Funds Research to lead quantitative and qualitative research across investment portfolios and products. The role requires strong expertise in portfolio analytics and manager research.

The ideal candidate will have 12+ years of experience across Mutual Funds, AIFs, PMS, InVITs, REITs, treasury portfolios, and ULIPs with a proven track record of delivering actionable insights and collaborating with cross-functional teams.

Qualifications

• Strong experience in portfolio analytics and manager research across multiple funds and investment products.
• Proven track record of conducting comprehensive quantitative and qualitative research.
• Excellent analytical, communication, and interpersonal skills.

Responsibilities

• Conduct in-depth research and analysis of investment portfolios and products including Mutual Funds, AIFs, PMS, InVITs, REITs, Treasury portfolios, and ULIPs.
• Develop understanding of portfolio analytics and manager research to identify trends, opportunities, and risks.
• Provide actionable insights and recommendations to support informed investment decisions.
• Collaborate with cross-functional teams to integrate research findings into investment strategies.

Skills

Investment Products

Mutual Fund Research

Fixed Income Analysis

Portfolio Analysis

Alternative Investment Fund

Product Management

Education

CA / MBA / PGDM

Job description

Job Title: Associate Director - Funds Research

Location: Mumbai

Job Summary

We are seeking an experienced Associate Director - Funds Research to join our team in Mumbai. The successful candidate will be responsible for conducting comprehensive quantitative and qualitative research across various investment portfolios and products. The ideal candidate will have a strong background in portfolio analytics and manager research, with a focus on Mutual Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Infrastructure Investment Trusts (InVITs), Real Estate Investment Trusts (REITs), Treasury portfolios, and Unit-Linked Insurance Plans (ULIPs).

Key Responsibilities

• Conduct in-depth research and analysis of various investment portfolios and products, including Mutual Funds, AIFs, PMS, InVITs, REITs, Treasury portfolios, and ULIPs
• Develop and maintain a thorough understanding of portfolio analytics and manager research, with a focus on identifying trends, opportunities, and risks
• Provide actionable insights and recommendations to support informed investment decisions
• Collaborate with cross-functional teams to ensure seamless integration of research findings into investment strategies

Requirements

• Strong experience in portfolio analytics and manager research, preferably covering Mutual Funds, AIFs, PMS, InVITs, REITs, Treasury portfolios, and ULIPs
• Proven track record of conducting comprehensive quantitative and qualitative research
• Excellent analytical, communication, and interpersonal skills
• Ability to work in a fast-paced environment and meet deadlines
• Strong understanding of the Indian financial markets and investment landscape

Preferred Qualifications

• MBA Finance and CA or CFA degree
• 10+ years of experience in research, analysis, or portfolio management
• Strong knowledge of financial modeling, data analysis, and statistical tools

Open Positions

1

Mandatory Skills

• Investment Products
• Mutual Fund Research
• Fixed Income Analysis
• Portfolio Analysis
• Alternative Investment Fund
• Product Management

Education Qualification

CA / MBA / PGDM

Experience

12 to 15 years.