Job Requirements:
•Graduate + CFA/CAIA or MBA – Finance or CA
•Base degree in Finance. CFA levels pursuing or cleared not mandatory but will be an added advantage. Good understanding of Equity and Debt markets and their functioning
•Experience of 3-8 years in similar field
•Sound knowledge of analytical calculations using MS Excel ad MS Office
•Proficiency in ACE MF, Bloomberg, ACE Equity, Capital IQ or similar software/tools etc.
•Updated knowledge of current market trends & macroeconomics
Job Responsibilities:
•Assist Sr. Product Managers in Asset Manager shortlisting, selection and evaluation
•Regular monitoring of model portfolio products and preparing the fund manager interaction notes and minutes for approved set of products
•Prepare portfolio review reports and analyse portfolios of prospective and existing clients
•Aid Relationship Managers for portfolio analytics (MF, Direct Equity, PMS/ AIF product notes, SIP Returns and factsheets) and other product reports required for prospects and existing clients
•Prepare monthly product-based updates – Performance updates on MFs, PMS & AIF, product presentations, Internal product notes, FM Updates etc
•Keeping abreast of the new ideas & products bought up in MF/ Alternates industry
•Keep track of what new investment ideas competition wealth firms are recommending/ advising
•Prepare reports and insight documents periodically
•Special projects to enhance and automate using technology and also evaluate external vendors