Senior Investment Analyst

Key Accountabilities:

Investment Research & Analysis:

• Conduct fundamental and quantitative research on equities, fixed income securities, and other investment instruments.
• Build and maintain financial models, valuation frameworks, and scenario analyses.
• Monitor macroeconomic trends, interest rate movements, sector performance, and market developments.
• Generate investment recommendations supported by data-driven insights.

Portfolio Monitoring & Performance:

• Track portfolio performance against benchmarks and internal targets.
• Analyse risk exposures, duration, credit quality, and asset allocation.
• Prepare periodic investment reports, dashboards, and performance attribution analysis.
• Support rebalancing strategies based on market outlook and investment objectives.

Fund Management Support:

• Assist fund managers in security selection and trade evaluation.
• Provide research inputs for asset allocation decisions.
• Participate in investment committee discussions and prepare supporting materials.

Compliance & Risk Management:

• Ensure adherence to IRDAI regulations and internal investment policies.
• Monitor investment limits, credit exposure norms, and risk guidelines.
• Maintain documentation for audit and compliance reviews.

Stakeholder Reporting:

• Prepare internal management reports, investment notes, and presentations.
• Support communication of investment performance to senior leadership.