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RB - Affluent Business:Research Analyst - Alternate Products

Axis Bank
  • 🇮🇳 India
  • On-site
  • 3 months ago
  • CFA
  • Equity
3 months ago
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RB – Affluent Business:Research Analyst – Alternate Products  
       
Job TitleRB – Affluent Business:Research Analyst – Alternate ProductsGrade   
DepartmentAffluent BusinessNo. of Positions1  
LocationMumbai – Worli, CO.Reporting Authority Job Name   
No. of Direct Reports1Team Size1  
Job Description
  • Conduct comprehensive research and due diligence on potential investments products across various asset classes within AIF and PMS.
  • Conduct due diligence on fund managers, asset managers, and other investment partners with similar products.
  • Evaluate fund managers' track records, investment philosophies, and adherence to stated objectives.
  • Evaluate legal, regulatory, and operational aspects of potential investments to mitigate risks.
  • Develop models to perform quantitative and qualitative analysis on the product to evaluate investment opportunities and risks.
  • Assess risk-return profiles of different investment products and recommend it to the suitable client’s risk profile.
  • Stay updated on market developments, industry trends, and regulatory changes affecting AIFs and PMS.
  • Evaluate and mitigate risks associated with investment products, ensuring compliance with regulatory requirements and internal policies.
  • Identify and manage risks associated with investment portfolios and recommend appropriate risk mitigation strategies.
  • Prepare investment presentations, and reports for clients and stakeholders.
  • Communicate market insights, and portfolio updates effectively to clients and seniors.
  • Prepare internal report required to take approval at the time of onboarding.
  • Respond to inquiries from frontline teams, clients, and other stakeholders regarding alternate asset investments.

 

  
  
  
  
  
  
Key Relationships (Internal or External Stakeholders)Internal (RMs, ICs, Distribution and tie-up team). External: BDMs/RMs/CEOs/CIOs/Product teams from across AMCs/Investment Managers.  
Major Competencies Required• Hard working, Diligent, with a strong inclination towards number crunching specifically with respect to capital markets. • Excellent communication skills-both written and Oral. • Ability to work with experienced team. • Ability to understand, synthesize and communicate insights from the central BER / Equity research team to RMs.and ICs • Understanding of quantitative tools including asset allocation methodologies. • Ability to develop view on risk associated with different product investments.  
Academic Qualifications / Nature of Relevant Work Experience RequiredMBA from a reputed institute/CA/ICWA/CFA with 7-12 years of work experience in investment research and due diligence  

RB - Affluent Business:Research Analyst - Alternate Products · Axis Bank

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