Mandatory Skills: Mutual Fund Research or Fixed Income research, Report writing
Research Responsibilities -
- To undertake detailed and rigorous research of mutual fund products and prepare quality mutual fund research reports. The research process will incorporate analysis around the following components.
Investment Process & Philosophy
Fund Management Team
Portfolio Construction & Positioning - Intrinsic Risk Characteristics - Scenario Dependencies - Performance and Volatility Profile
- To keep abreast with the market economics and asset class idiosyncrasies to capture and analyze dynamic information that may have a potential impact on the underlying investments in the mutual funds under coverage
- Candidates should be MBA or Masters with Finance specialization. Qualified CFA, FRM or studying for the equivalent would be desirable. Minimum of 7 yrs of post-qualification experience. Experience in analyzing funds, asset management companies, hedge fund companies or banking institutions is preferable. Out of the total experience at least 3 years in analyzing mutual funds is required.
- Knowledge of financial markets, macro-economic environment, strategies and managers, risk management, operations and international compliance and regulatory knowledge.
- Analytical mindset and good report writing skills. Attention to detail and an ability to follow a disciplined research process.
- Quantitative skills including strong working knowledge of Excel and research tools such as Factiva, Morningstar, Bloomberg
- Good interpersonal skills, especially communication skills (this has particular relevance in relation to the conference calls with portfolio managers that are an important part of the mutual fund due diligence) and the ability to communicate remotely.
- Proactive, positive attitude and ability to multi-task and complete independent written research opinions especially under pressure to meet time sensitive deadlines
- Team player, strong organizational and time management skills, flexible approach to duties and hours of work, client focused.
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