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Senior Manager/Associate Director - Investment Manager Research @ Forbes Global

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 Senior Manager/Associate Director - Investment Manager Research

Job Description

Note - Fund accounting and NAV calculation people will not work.


Job Description:

Senior Manager/Associate Director - Investments

Manager Research

Company's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process.

The role is responsible for investment strategy and research development at Delegated Solutions.


We will count on you to:

  • Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence
  • Demonstrate subject matter expertise in leading the manager research vertical
  • Contribute to the investment decision-making and manager-selection processes
  • Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations
  • Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database
  • Storing and organizing data on a central database
  • After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into company's research template
  • Organizing and ensuring that the research template is filled in correctly and lacking errors, so it is ready for distribution to company's research group
  • Amending and fixing research template errors based on direction from research group
  • Making sure the accuracy of the data inserted into the research template is of the highest integrity
  • Manage a team of specialists in producing manager research reports
  • Maintain an efficient process for delivering manager research adhering to accuracy and timeliness
  • Monitor portfolio performance and markets trends
  • Develop reports for internal, external client presentations and senior management
  • Contribute to fund performance analysis and draft fund commentaries
  • Develop reports for internal, external client presentations and senior management
  • Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings

What you need to have:

  • 8+ years experience in global markets with adequate exposure in multi-asset/alternatives
  • Prior experience in asset management or investment research with strong understanding of investment strategies
  • BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA
  • Ability to manage multiple projects, stakeholders, and deliverables simultaneously
  • Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation
  • Can work under pressure and meet deadlines, while delivering a high quality end product
  • Working knowledge of all asset class with a key focus on alternatives asset class
  • Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge
  • Ability to efficiently and effectively communicate with other groups across company to solve problems
  • Critical thinking capabilities when encountering sticking points
  • Evidence of expertise in analytical tools
  • Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.)

Suitable/Interested candidates can share their resume at ra****a@be***r.com

Job Classification

Industry: IT Services & Consulting
Functional Area / Department: BFSI, Investments & Trading
Role Category: Investment Banking, Private Equity & VC
Role: Hedge Fund Manager
Employement Type: Full time

Contact Details:

Company: Forbes Global
Location(s): Mumbai

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Keyskills:   Fund due diligence Private Investment alternative asset private market fund selection Fund Management manager research Investment due diligence Portfolio Monitoring Manager solution process Qualitative Research Quantitative Research

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Forbes Global

AltezzaSys INC is a global technology services , staffing and outsourcing provider that is committed to helping customers align technology innovation with business strategy. With reach across six continents, Altezzasys is global professional services company provides a range of services and solution...