Crisil - Manager - FS Consulting

Functional Responsibility / Domain Related:

- Provide expert advice to retirement funds on investment processes, including investment policy development, asset allocation, and portfolio construction.

- Conduct regular performance evaluations of clients' investment portfolios, including analysis of returns, risk, and fees.

- Assist clients in selecting and evaluating portfolio managers, including conducting due diligence, analyzing investment strategies, and assessing fees and performance.

- Collaborate with clients to develop and implement investment policies and standard operating procedures that align with their objectives, risk tolerance, and regulatory requirements.

- Build and maintain strong relationships with clients, including regular meetings, updates, and reporting.

- Stay up-to-date with industry trends, research, and best practices in investment management, and apply this knowledge to client engagements.

- Manage multiple client projects simultaneously, prioritizing tasks and meeting deadlines.

Process Adherence:

- Ensure high quality of analysis and research output

- Successfully meeting deliverables and client requirements

- Initiatives for productivity improvement

- Successfully adhering to SLAs (service level agreements) on specific client engagements

- Documentation of processes

Client Management / Stakeholder Management

- Leading a team of Research Analysts and Senior Research Analysts

- Interaction with clients, market participants including retirement funds, mutual funds, custodian or any other stake holder involved in client mandate

- Contribution towards improving the market position of CRISIL in the Investment research business