Job Views:  
1632
Applications:  86
Recruiter Actions:  20

Job Code

488297

Product Manager - Investment Research/Strategy - Bank

4 - 7 Years.Mumbai
Posted 7 years ago
Posted 7 years ago

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

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Job Views:  
1632
Applications:  86
Recruiter Actions:  20

Job Code

488297

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