Investment Research - Consulting Firm

Duties and Responsibilities:

- Producing quarterly Manager Commentaries which provide a structured discussion of the performance results for the previous quarter, including any changes to philosophy, people, and process, performance attribution, what helped or hurt performance, and any other factors which impacted performance during the quarter

- Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers

- Making asset allocation and portfolio construction with close coordination with consultant/ Sr. consultant

- Screening and selecting investment manager(s) based on client investment style, goals and risk appetite

- Producing an initial Research View (RV), and semi-annual updates to it, which provides 2-4 pages of description of the investment process, methods used for developing investment ideas, the process used to incorporate those ideas into investment portfolios including selection, weighting, re balancing, and sell disciplines, as well as risk management techniques such as sector weighting limits. The FRV also provides an evaluation of the investment process used to guide clients currently investing in or considering new or additional commitments to that strategy

- Maintaining a point of contact between organisation and the strategy's investment manager.

Required Qualification and Skills

- Strong level of understanding and proper usage of investment-related terminology in written and verbal communication in English.

- Knowledge and experience with investment management strategies (equity, fixed income and alternatives).

- Excellent business English, both written and verbal.

- Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, etc.

- Experience in analyzing investment portfolios or researching investment managers located outside of India.