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Job Overview

Category

MBA, OTHERS

Job Role

Data Analyst

Gender preferred

No Preferences

Functional Area

Data

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

Description


For the position of: Investment Analyst (Process Developer/Process Champion)


Location: Gurgaon/Noida


Please view the information below for this open position.



Duties and Responsibilities:



  • Produce quarterly manager commentary by assessing the performance of fund/investment strategies

  • Prepare performance report for DB and DC plans which includes structured discussion on performance results of fund managers and make recommendation on hold/liquidate investment managers

  • Asset allocation and portfolio construction as per client goals and risk appetite

  • Prepare and amend investment policy statements

  • Fund managers screening and preparation of search report

  • Work allocation, peer review, process training and development of team members

  • Produce quarterly manager commentary by assessing the performance of fund/investment strategies

  • Prepare performance report for DB and DC plans which includes structured discussion on performance results of fund managers and make recommendation on hold/liquidate investment managers

  • Asset allocation and portfolio construction as per client goals and risk appetite

  • Prepare and amend investment policy statements

  • Fund managers screening and preparation of search report



Note: Applicants should be flexible working in shifts.


Knowledge and Skills:



  • Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)

  • Strong logical and analytical skills with attention to details

  • Strong working knowledge of MS Office, third party tools – Bloomberg, Morning Star, Lipper, etc

  • Excellent written and verbal communication

  • Exceptional interpersonal, organizational, business communication, and time management skills

  • Demonstrated success working with out-of-country professionals

  • Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date

  • Ability to understand the link between data, client needs and its application to the “bigger picture”

  • Excellent client management skills

  • Positive attitude & ability to adapt ever-changing environment

  • Strong multi-tasking skills.



Education & Eligibility:



  • Graduate (any stream), Post Graduate preferably

  • Should have completed at least L-1 CFA US (preferable)

  • Minimum 2-5 years experience



Skills

CFA

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