Quantitative & Qualitative Fund Research

Duties and Responsibilities :

- 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 based on client investment style, goals and risk appetite

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

Required Qualification & 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.

- Must have 4 - 8 years of experience into investment research