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Job Overview

Category

CFA

Job Role

Investment Banking /Private Equity & VC - Other

Gender preferred

No Preferences

Functional Area

Career Level

Qualified Professional - Experienced

Work preferred

Work from Office

Experience

Min Experience

2 Years

Max Experience

4 Years

Qualification

Graduation

Any Graduation

Post Graduation

CFA, FRM

Description

Responsibilities:-

Risk Analysis and Performance:

  • Validate completeness and accuracy of portfolio / benchmark risk statistics and performance data, identifying, investigating, and resolving discrepancies in Risk and Performance Measurement applications

  • Identify and resolve data issues with varied complexity impacting risk reporting, characteristics, attribution, and performance

  • Provide commentary for portfolio attribution and performance

  • Drive technology for the team to develop and enhance internal reporting and quality control systems to help business focus on providing comprehensive, timely and accurate source information and analysis for investment risk and performance

Client Support

  • Respond to ad-hoc requests for attribution, characteristics, performance, and risk statistic information

  • Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date.

Industry Trends

  • Remain current on risk and performance related trends, topics and issues.

Qualification:- 

  • Bachelor's degree

  • 2-4 years of experience in the Mutual Fund/Financial Services Industry

  • Preferably experience using financial/risk application/software

DESIRABLE QUALIFICATIONS 

  • Bachelor's degree in finance, math, or other quantitative discipline

  • Prior investment performance, investment operations or fund accounting experience is viewed favorably

  • Pursuing a CFA or FRM is desired

SKILLS:-

  • Knowledge of statistical calculations

  • Knowledge of financial instruments and markets

  • Knowledge and use of databases

  • Knowledge of source systems and ability to verify data output for accuracy

  • Knowledge of proper English usage, grammar, spelling and vocabulary

  • Strong verbal and written communication skills

  • Strong attention to details

  • Excellent analytical skills

  • Microsoft Office: Access (Advanced), Excel (Advanced)

  • Ability to work independently

  • Ability to perform mathematical calculations (or analysis)

  • Ability to exercise independent judgment consistent with department guidelines

  • Ability to organize and prioritize workflow

  • Ability to maintain updated knowledge of procedures, products, and activities of assigned area

  • Ability to accurately proofread documents

  • Ability to work under pressure

  • Ability to perform multiple tasks in a fast-paced, team environment

Skills

CFAFRMInvestment BankingInvestment RiskBenchmarkingRisk AnalysisMutual Fund OperationsFund AccountingExcel

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