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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

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+91-88-60824008

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
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

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

Chennai
+91-44-66385532

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+91-48-44148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

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+91-99-23191607

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

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+91-77-58042089

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

Kolkata
+91-98-30586561

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

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Indian Family Business Awards New
Personal Wealth Management (₹ 5 Cr to ₹ 100 Cr)
Family Wealth Advisory (₹ 100 CR & ABOVE)
Exclusive Strategies
HERitage - Exclusively For Women New
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Investment Product Research Manager -

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?






arrow arrow
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices
Mumbai
+91-22-66210700

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

Noida
+91-88-60824008

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
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

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

Chennai
+91-44-66385532

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

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

Kochi
+91-48-44148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

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

Hyderabad
+91-98-86314572

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77-58042089

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

Kolkata
+91-98-30586561

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