Financial Consultant

Functional Responsibility / Domain Related

• Portfolio Analysis / Mutual Fund Research:
  • Quantitative analysis: Analysis of Portfolio / Schemes / Fund Managers / AMC based on performance attribution and portfolio-based attributes.
  • Qualitative Research: Review of policies, standard operating procedures (SOPs) preparation of reports on themes related to retirement, fund management, strategy etc
• Customized Research:
  • Deep understanding of capital market instruments and detailed analysis, includes PMS, INVTs, REITs, AIFs for customized research assignments;
  • Any other form of customised research for asset managers, distributors and institutional investors

Process Adherence:

• Ensure high quality of analysis and research output
• Successfully meeting deliverables and client requirements
• Initiatives for productivity improvement
• Successfully adhering to SLAs (service level agreements) on specific client engagements
• Documentation of processes

Client Management / Stakeholder Management

• Continuous engagement with existing clients

Creating and making presentations to client reports / other reports