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