Program Manager -investment research background- Mumbai

Role & responsibilities

Investment Research

• Creation and timely publication of macro & fixed income research reports
• Conduct fund manager concalls for the frontline preferably on a weekly basis.
• Conduct research on Global, Indian macro events pertaining to
• different asset classes and publish reports/snippets for staff/client consumption
• Liase with stakeholders to organize monthly discussion forums and facilitate the exchange of in-house research views among experts
• Doing the MF Ranking & Preparing the MF Approved list.
• Prepare presentations for Investment Committee

Software Management & Portfolio

• Ensure smooth operation and utilization of Morningstar, ICRA, CMIE tools etc.
• Portfolio Analysis :
• Generate Investment proposals for UHNI clients as required by IS & Frontline Teams
• Create adhoc reports on markets and investment themes as requested by frontline teams

Dissemination of Research Materials & updation on digital platforms

• Coordinate with various stakeholders to disseminate research
• material to clients and ensure its timely update on various
• platforms such as Website, Yes Genie etc.