The candidate will be actively involved with the Research provider and the business team in facilitating research across funds and products. Identifying key opportunities that can be translated into investment opportunities and differentiate our product offerings will be a critical task. These include:
- Designing monthly product deck backed by research report to support retirement planners
- Identifying key partners and funds from time to time and coordinating with research agencyfor providing views on the same.
- Research backed tactical calls on specific themes, sector and fund concepts with the MutualFunds space.
- Extending the research to include Fixed Income products.
- Conducting webinars for business teams and customers on varied and contextually relevanttopics from time to time.
- Functional Resposibilities:
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- Quantitative Research: mutual fund (MF) ranking / Analysis of Schemes, Fund Managers and asset management companies (AMCs) based on performance, performance attribution and portfolio-based attributes, quantitative analysis like performance calculation, historical trends in performance across various categories of Mutual funds Schemes and its benchmark.
- Qualitative Research: Qualitative assessment of AMCs, and MF Schemes, due diligence of AMC, Report writing on schemes and Mutual Funds (MFs).
- Writing analytical articles related to the investment products/ themes, wealth management and general markets.
- Continuous engagement with existing clients.
- Detailed analysis on other financial instruments like Mutual funds- Debt, Equity, ULIPs, NPSfor customized research assignments.
- Proficient with research supporting tool like Bloomberg, Reuters etc.
MBA-5 Years research in MF Industry, Mutual Fund Industries.
