Senior Associate - Commentary
- Employer
- Acuity Knowledge Partners
- Location
- Bangalore (Division), Karnataka (IN)
- Salary
- 10-13 LPA
- Closing date
- Dec 13, 2024
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- Job Function
- Performance Analysis, Portfolio Management: Alternatives, Portfolio Management: Multi-Asset
- Industry Sector
- Accounting/Audit Firm, Asset Management, Consulting Firm, Fintech/Insurtech, Investment Bank
- Employment Type
- Full Time
- Education
- Masters
Position Title- Senior Associate - Commentary
Experience - 4-6 years
Brief Job Description
• Engage with various stakeholders to kick off workflows, prepare for month end, gather and input data, as well as resolve questions
• Performance attribution report creation, charting, analysis, and commentary writing.
• Update performance charts, numbers & other static/dynamic data in presentations/pitchbooks/review books/factsheets
• Prepare process guides, documentation and help with any adhoc projects during the lean period
• Expert knowledge of Microsoft Office Suite (primarily Excel and PowerPoint) and Adobe Creative Suite
• Work with the Portfolio Management team with Tracking Error and Performance monitoring reports
• Prepare presentations and Factsheets on a periodic basis for marketing
Core Skills for the Position.
• Excellent written and verbal communication skills, thoughts are well-structured and articulated
• Passionate about learning new things and flexible about tasks
• Tracks issues to closure and keeps all stakeholders informed about the progress
• Good domain in Capital Markets/Mutual Funds/ETFs
• Knowledge of Bloomberg, Factset, and Aladdin databases is an added advantage
• Highly data-centric role, requires exceptional attention to detail
• Good understanding of the asset management industry and investment products such as mutual funds, and ETFs.
- Quant skills: Very good understanding of performance and risk calculation methodologies
- Finance skills: Good understanding of basic financial terms and knowledge about products like mutual funds, ETFs, and derivatives.
- Technical Skills: Good Excel skills and VBA or any programming language is an added advantage
- Communication & Teamwork: Must have good written and oral communication skills and be able to work as an individual contributor as well as in teams
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