Amba Research - Mutual Fund Analyst - CFA

JD

Brief Job Description

- Work with Funds and ETF structuring teams of a major investment bank

- Create/update client marketing material (factsheets/presentations) for synthetically managed funds

- Respond to client sales queries on fund structure, fees, registration etc.

- Create customized excel reports based on client request

- Create/update monthly performance reports for funds

- Excellent written and verbal communication skills , Thoughts are well structured and articulated

- Passionate about learning new things and flexible about tasks

- Tracks issues to closure and keeps all stakeholders informed about the progress

- Background in Capital Markets/Mutual Funds

- Excellent written and verbal communication skills (English)

- Highly data centric role, Requires exceptional attention to details

- Basic understanding of investment products such as mutual funds, ETFs etc

Optimal Skills set for the position

- Good understanding of Finance concepts and knowledge of Capital Markets

- Good knowledge of MS Office applications in particular MS Excel and MS PowerPoint

- Experience in preparing factsheets and presentations

- Familiarity with Fund prospectus, annual reports and offering documents

- Familiarity with Bloomberg and Reuters databases