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

Job Details:

Position: Fund Selection/ Fund Manager Research (Alternative Assets)- Investment Portfolio

Job Location: -

Shift Timing: -

Hybrid Policy:

CTC: 40 LPA

Role & responsibilities

• 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 a company research template
• Organizing and ensuring that the company 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 company's research group
• Making sure the accuracy of the data inserted into the company 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

Preferred candidate profile

• 6+ yrs of experience in global markets with adequate exposure in multi-asset/alternatives asset classes
• Must have experience in fund manager selection process for alternative asset classes.
• Prior experience in asset management or investment/fund due diligence with strong understanding of investment strategies
• CFA Charter holder and/or progress towards CFA at advance levels is preferred.
• BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA
• 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
• Evidence of expertise in analytical tools
• Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)

Interested candidate can share their CV at aishwarya@beanhr.com