Senior Research Analyst - Funds Research

Functional Responsibility / Domain Related

• Mutual Fund & Investment Research
  • Conduct mutual fund rankings of schemes, fund managers and asset management companies based on various quantitative and qualitative parameters.
  • Writing analytical articles on investment products, general market trends and performance of mutual fund schemes.
  • Providing detailed analysis and research on a range of investment products, including MFs, PMS, ULIPs, and other financial instruments, to support customized research assignments and help clients navigate the complexities of the investment landscape.
  • Understanding of end-to-end process for factsheet creation for AMCs and Wealth Managers
  • Experience of creating newsletters, product notes and scorecards for AMCs and Wealth Managers.
  • Track and analyze fixed income markets, mutual fund performance, and fund flows.
  • Monitor and interpret SEBI, RBI, and IRDAI regulations impacting mutual funds, corporate treasuries, exempted PF trusts, and ULIPs.
• Corporate Treasury & Exempted PF Trusts
  • Analyze and evaluate corporate treasury portfolios, including their fixed-income and alternative investments.
  • Research investment strategies adopted by exempted PF trusts and provide insights on asset allocation, risk, and compliance.
  • Stay updated on global and domestic macroeconomic trends impacting treasury management.
• Customised Research
  • Detailed analysis on other financial instruments like PMS products, ULIPs, PE Funds, REITs for customized research assignments
  • Any other form of customised research for asset managers, distributors and institutional investors

• Client Engagement & Business Development Support
  • Continuously engage with clients, providing insights, research updates, and portfolio solutions.
  • Support business development (BD) initiatives through sample creation, proposal writing, and research presentations.
  • Collaborate with internal teams to develop research-driven thought leadership reports.
• Operations & Regulatory Updates
  • Track and interpret Indian and global economic and regulatory updates to assess their impact on investment strategies.
  • Ensure research is aligned with compliance and regulatory frameworks.

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

Continuous engagement with existing clients