We have an opening with leading bank
Please find the job description below:
Key Responsibilities:
- Assist the Head of investment communication and strategy in performing all research related activities
- Update and maintain the daily performance tracker for Mutual Funds along with key market data points
- Assist in preparation of the monthly investment strategy presentation
- Update and disseminate key portfolio attributes of approved debt MFs on a monthly basis
- Track the quantitative performance of approved equity MFs across LC, MC and Diversified categories and bucket them into A,B and C categories
- Update One Pagers/Factsheets of the approved focus funds on a monthly basis
- Assist in writing weekly client updates and also around important events like Budget, RBI Policy etc
- Coordinate for approvals and manage the complete dissemination of all investment research related client communications
- Assist in new theme/product/investment idea analysis and also analyzing approved fund portfolios to form opinion on it Creating a short note on the same for presenting investment arguments
- Assist in detailed portfolio analysis of Credit funds that are available
- Assist in updating the India Model Portfolio and work on other quantitative/research based initiatives
- Assist in preparation of the quarterly /focus fund report
- Managing all vendor related activities (agreements/payments etc) and also Compliance/Legal/IBC related activities
- Assist in developing and maintaining financial tools like TWA/Portfolio Tracker
Desired Skills and Experience:
- At least 4 to 5 years relevant work experience in investment research/strategy
- Hands on experience in working on research tools like Bloomberg, CRISIL, Morningstar etc.
- Highly proficient with excel and MS Office tools
- Strong ability for data processing and analysis Possess clear analytical skills and the ability to work flexibly in a team environment
- Strong knowledge about India and global economic developments
- Attention to detail and exceptional organizational skills
PEOPLE FROM BANK WILL ONLY BE CONSIDERED AND WHO HAS RELEVANT EXP IN MUTUAL FUNDS & PORTFOLIO MANAGEMENT
Please share your updated resume or call on 022-28766179
Didn’t find the job appropriate? Report this Job