Investment Product Research Manager – PMS-AIF Mumbai

Investment Product Research Manager – PMS/AIF

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

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]