Associate Director - Fund Research and Portfolio Analytics

Associate Director Fund Research

Department

None

Job Description

Job Title: Associate Director - Funds Research

Location: Mumbai

Job Summary:

We are seeking an experienced Associate Director - Funds Research to join our team in Mumbai. The successful candidate will be responsible for conducting comprehensive quantitative and qualitative research across various investment portfolios and products. The ideal candidate will have a strong background in portfolio analytics and manager research, with a focus on Mutual Funds, Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Infrastructure Investment Trusts (InVITs), Real Estate Investment Trusts (REITs), Treasury portfolios, and Unit-Linked Insurance Plans (ULIPs).

Key Responsibilities:

• Conduct in-depth research and analysis of various investment portfolios and products, including Mutual Funds, AIFs, PMS, InVITs, REITs, Treasury portfolios, and ULIPs
• Develop and maintain a thorough understanding of portfolio analytics and manager research, with a focus on identifying trends, opportunities, and risks
• Provide actionable insights and recommendations to support informed investment decisions
• Collaborate with cross-functional teams to ensure seamless integration of research findings into investment strategies

Requirements:

• Strong experience in portfolio analytics and manager research, preferably covering Mutual Funds, AIFs, PMS, InVITs, REITs, Treasury portfolios, and ULIPs
• Proven track record of conducting comprehensive quantitative and qualitative research
• Excellent analytical, communication, and interpersonal skills
• Ability to work in a fast-paced environment and meet deadlines
• Strong understanding of the Indian financial markets and investment landscape

Preferred Qualifications:

• MBA Finance and CA or CFA degree
• 10+ years of experience in research, analysis, or portfolio management
• Strong knowledge of financial modeling, data analysis, and statistical tools

Open Positions

1

Mandatory Skills

Investment Products,Mutual Fund Research,Fixed Income Analysis,Portfolio Analysis,Alternative Investment Fund,Product Management

Education Qualification

CA / MBA / PGDM

Experience

12 to 15 years