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(₹ 5 CR TO ₹ 100 CR)

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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Investment Product Research Manager – PMS/AIF

MUMBAI

Job Description

  • Perform quantitative and qualitative analysis of PMS’s and AIFs. Maintaining and upgrading the existing PMS/AIF Ranking Methodology to identify best in class strategy in respective categories.
  • Identify emerging strategy across categories recommendations
  • Creation and maintenance of quantitative screens on a periodic basis for analysis of PMS/AIF
  • Quarterly fund manager interaction of recommended strategies and managing Life cycle of PMS and AIF
  • Prepare periodic product notes, attribution analysis of PMS/AIF and quarterly performance review note
  • Maintain up to date information on the latest economic trend. Collating data on the industry, trends, leading indicators for preparation of a monthly outlook
  • Work and communicate with relationship managers/ Advisory team on PMS/AIF and portfolio actions taken by the PMS/AIF fund management team
  • Support the Relationship Management and advisory team for client review with update on respective PMS/AIF
  • The candidate should have ability to take decisions and shoulder responsibility

Requirements

  • Perform quantitative and qualitative analysis of PMS’s and AIFs. Maintaining and upgrading the existing PMS/AIF Ranking Methodology to identify best in class strategy in respective categories.
  • At least 5 years of work experience ideally in Wealth or Investment Management
  • Working knowledge of data modelling techniques, knowledge of research tools/databases such as Morningstar & Bloomberg.
  • Exceptional analytical proficiency and problem-solving skills.
  • Knowledge of portfolio management principles and techniques like asset allocation, securities selection, due diligence of portfolio managers etc.
  • Familiarity with Advanced Excel/PPT is a must.
  • Outstanding analytical and problem-solving abilities.
  • Good interpersonal skills with a team player attitude.
  • Excellent communication and listening skills
To Apply for this role, email us at [email protected]
Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?









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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Gujarat

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat