Crisil - Senior Research Analyst

Functional Responsibility / Domain Related:

- Quantitative Research: Performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based attributes

- Qualitative Research: Qualitative assessment of AMCs, MF Schemes, pension or provident funds, due diligence of AMC, investment process review of asset managers, Report writing on schemes and Mutual Funds (MFs) and AIFs

- Appraisal / Due-Diligence of proposals for commitment to AIFs / funds.

- Writing analytical articles related to the investment products/ themes, wealth management and capital / money market in general

- Detailed analysis on other financial instruments like PMS products, AIFs, REITs, INVITs, ULIPs, PE Funds

- Track regulatory changes and evaluate their impact on products

Process Adherence:

- Ensure high quality of analysis and research output

- Successfully meeting deliverables and client requirements

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

Educational Qualification - CA, MBA Finance