Research & Product Screening
– Research and evaluate investment opportunities across multiple asset classes, including equities, mutual funds, PMS, AIFs, fixed income, REITs, InvITs, ETFs, gold, silver, credit, structured products, private markets, startups, and other alternative investments.
– Build and maintain models for screening, comparison, and decision-support models across asset classes.
– Prepare concise investment notes and recommendation materials to support capital allocation and investment committee discussions
– Maintain investment dashboards, monitoring systems, and periodic reporting frameworks to track fund manager performance, portfolio developments, product pipelines, market trends, and regulatory developments.
Portfolio Monitoring & Analytics
– Track fund performance vs. benchmarks, and asset/ AMC Wise / Strategy-wise exposures across all holdings, flag deviations from IPS-defined targets and escalate rebalancing requirements
– Reconcile capital calls, account statements, and NAV reports; flag discrepancies immediately and maintain an accurate audit trail
– Monitor cash flow events — dividends, coupon payments, and distributions — and track liquidity profiles to ensure alignment with IPS liquidity guidelines.
Relationship Support
– Assist in maintaining relationships with fund managers, PMS/AIF managers, and wealth management platforms
– Liaise with external wealth managers on investment ideas, execution and portfolio reviews
Pay: ₹600,000.00 - ₹1,000,000.00 per year
Benefits:
- Cell phone reimbursement
- Leave encashment
- Life insurance
- Paid sick time
Work Location: In person
