Manager ( Investment Research -Mutual Fund )

  • Gurugram
  • Crisil Limited

CRISIL is hiring for Manager - Investment Research Mutual Fund for Gurgaon .



Functional Responsibility / Domain Related

  • Quantitative Research: Analysis like performance calculation, historical trends in performance across various categories of mutual fund (MF) / Analysis of Schemes, Fund Managers and Asset Management Companies (AMCs), pension or provident funds, based on performance, performance attribution and portfolio-based attributes
  • Qualitative Research: Qualitative assessment of AMCs, MF Schemes, pension or provident funds, due diligence of AMC, investment process review of asset managers, Report writing on schemes and Mutual Funds (MFs) and AIFs
  • Writing analytical articles related to the investment products/ themes, wealth management and capital / money market in general
  • Detailed analysis on other financial instruments like PMS products, AIFs, REITs, INVITs, ULIPs, PE Funds
  • Track regulatory changes and evaluate their impact on products

Process Adherence:

  • Ensure high quality of analysis and research output
  • Successfully meeting deliverables and client requirements
  • Initiatives for productivity improvement
  • Successfully adhering to SLAs (service level agreements) on specific client engagements
  • Documentation of processes

Client Management / Stakeholder Management

  • Leading a team of Research Analysts and Senior Research Analysts
  • Interaction with clients, market participants including mutual funds, custodian or any other stake holder involved in client mandate
  • Contribution towards improving the market position of CRISIL in the Investment research business
  • Support technology team in implementation of new tools/ process automation

Skills:

  • Sound knowledge of investment product such as mutual fund, pension or provident funds, AIF, PMS, Insurance etc.
  • Understanding of regulations of mutual fund, AIF, pension or provident fund, PMS and Insurance industry
  • Excellent analytical and report writing skills
  • Excellent oral, written communication and presentation skills
  • Team Management
  • MS Office especially MS excel
  • Solution-oriented
  • Independent performer
  • Multi-tasking/ project management skills
  • Ability to perform under pressure in deadline driven projects
  • Any additional qualifications like CFA / FRM will be an added advantage