Manager - Funds Research

Crisil; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Crisil is seeking a research analyst to perform portfolio analysis and mutual fund research, including performance attribution and qualitative reviews. The role includes preparing reports on themes related to retirement, fund management, and strategy, and delivering customised analyses for asset managers and institutional clients.

The candidate will engage with clients, create and present reports, and ensure adherence to quality standards and SLAs across engagements.

Qualifications

• Background in investment research or capital markets required.
• Experience in portfolio and mutual fund analysis preferred.
• Ability to prepare and present client reports.

Responsibilities

• Portfolio analysis and mutual fund research including performance attribution.
• Customized research on PMS, INVTs, REITs and AIFs for asset managers and institutional clients.
• Ensure high-quality analysis and deliverables while meeting client SLAs.

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