Executive / Manager - Research - IMMPL

Job Function: Investment Advisor/Consultant, Relationship Management, Wealth Management
Industry Sector: Asset Management, Consulting Firm, Investment Bank, Private Wealth Management Firm
Certifications: Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending)
Employment Type: Full Time
Education: Masters

Conducting research on the universe of mutual funds schemes ‐ equity, debt and other alternative products
Making product recommendations, being able to position ideas and articulate to the team about the risk or payoff for each recommendation
Create research reports on a periodic basis for internal and external use product notes, quick comment on suitability of product to investor etc
Conducting in-depth data analyses of the markets using traditional and advanced methods
Understand client’s risk profile and review their portfolio and explain it to clients
Liaise with the Client Relationship Team internally to help them address queries on products and overall market review and outlook
Strong organizational, communication (verbal & written), and interpersonal skills are required to work as a team and for daily interaction with internal clients

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