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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
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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

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

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

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

Senior Investment Analyst

Mumbai or Bengaluru

Waterfield Advisors is one of India's largest Independent Multi Family Office, currently Managing an AUM of over 4.5 Billion. Our NDPMS team seeks to hire a Senior Investment Analyst.

The Investment Analyst will ensure the competitiveness of the portfolio mgmt. team by preparing analyses, research, insights, and high-quality information dashboards

Responsibilities

  • Perform quantitative and qualitative analysis of MF's, AIFs, ETFs & individual securities (bonds, REITs, InvITs etc).
  • Generate investment recommendations for consumption of fund mgmt. team.
  • Participate in weekly reflection meets on asset allocation and product selection.
  • Perform advanced analyses like calculation of active risk & return for shortlisted active managers, what-if scenarios for fixed income deployment & probability estimations for expected returns.
  • Work with fund management team in preparation of investment thesis for shortlisted funds & individual securities.
  • Work closely with firm’s product team to be up-to-date with changes in product white-lists and product pipeline.
  • Mentor junior analysts.
  • Creation and maintenance of quantitative screens on a periodic basis for analysis of funds and issuers under coverage.
  • Maintain up to date information on the latest economic trend in the country. Collating data on the industry, trends, leading indicators for preparation of a monthly dashboard.
  • Work on sub projects for the design, development, enhancement, and testing of quantitative models for selecting funds/individual securities.
  • Support the client engagement team with their customer review responsibilities.
  • Coordinate with other participants whether business or technical as needed.
  • Work and communicate with relationship managers on asset class outlook and portfolio actions taken by the fund management team.
  • After a year of work as an analyst, get a chance to participate in external meetings, engaging with clients and delivering the firm's view.
  • Participate in any related investment project by the business.

Requirements

  • At least 10+ years of work exp ideally in Wealth Mgmt. or Investment Mgmt.
  • Working knowledge of data modelling techniques, knowledge of research tools/databases such as Morningstar & Bloomberg, would be of added advantage.
  • Exceptional analytical proficiency and problem-solving skills.
  • Knowledge of portfolio management principles and techniques like asset allocation, securities selection, portfolio laddering, etc.
  • Familiarity with Excel is a must. Advanced data analysis skills are an advantage.
  • Outstanding analytical and problem-solving abilities.
  • Good interpersonal skills with a team player attitude.
  • Excellent communication and listening skills
  • CFA would give you an added advantage
Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?







arrow arrow
*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

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

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

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