Manager

Crisil; Mumbai; On-site; INR 500,000 - 900,000; Full time

Job summary

Crisil is seeking a driven research professional in Mumbai to perform portfolio analysis and mutual fund research, focusing on performance attribution and portfolio attributes. The role involves both quantitative and qualitative analysis, including customized research for asset managers, distributors, and institutional investors.

The candidate will work on preparing client presentations, reports on retirement and fund management themes, and ensuring delivery against SLAs while documenting

Qualifications

• Quantitative analysis of portfolios, mutual funds, schemes, and fund managers based on performance attribution.
• Qualitative research including SOP preparation and reports on retirement, fund management, and strategy.
• Customized research for asset managers, distributors, and institutional investors.

Responsibilities

• Portfolio analysis and mutual fund research focusing on attribution and portfolio attributes.
• Prepare client presentations and reports on retirement, fund management, and investment strategy.
• Ensure high-quality analysis, deliverables, and adherence to client SLAs.
• Document processes and support continuous productivity improvements.
• Engage with clients to understand needs and deliver tailored research.

Job description

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