Senior Manager-Research on Fund Manager/ Fund Selection (Alternative Assets)- Investment Portfolio Bean HR Consulting

6.0 - 10.0 years

0 Lacs

maharashtra

On-site

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company research template, ensuring accuracy and integrity. Managing a team of specialists, you will oversee the production of manager research reports and ensure efficient delivery adhering to accuracy and timeliness. Additionally, you will monitor portfolio performance, analyze market trends, and develop reports for internal, external client presentations, and senior management. The preferred candidate for this role should have at least 6 years of experience in global markets with exposure in multi-asset/alternative asset classes. Experience in the fund manager selection process for alternative asset classes, asset management, or investment/fund due diligence is essential. Holding a CFA Charter or progressing towards CFA at advanced levels is preferred. A degree from a reputed college in finance or MBA, along with a working knowledge of all asset classes focusing on alternatives, is required. Intellectual curiosity, analytical expertise, and proficiency in Microsoft Excel and Office products are also key qualifications. If you meet the above requirements and are interested in this position, please share your CV at aishwarya@beanhr.com.,

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Senior Manager/Associate Director - Investment Manager Research Bean Hr Consulting

7.0 - 12.0 years

35 - 50 Lacs

Mumbai, Gurugram

Work from Office

Note - Fund accounting and NAV calculation people will not work. Job Description: Senior Manager/Associate Director - Investments Manager Research Company's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role is responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into company's research template Organizing and ensuring that the research template is filled in correctly and lacking errors, so it is ready for distribution to company's research group Amending and fixing research template errors based on direction from research group Making sure the accuracy of the data inserted into the research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 8+ years experience in global markets with adequate exposure in multi-asset/alternatives Prior experience in asset management or investment research with strong understanding of investment strategies BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation Can work under pressure and meet deadlines, while delivering a high quality end product Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across company to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Suitable/Interested candidates can share their resume at radhika@beanhr.com

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