Job Description

Organization: Shriram Wealth Advisors Ltd.

Department: Investment Research

Designation: Junior / Research Analyst

Responsibilities

Research: Debt and Equity Markets

Debt: Macro and Interest Rates

Quantitative and qualitative analysis of debt portfolio and securities

Analysis of Competitive Spreads and Duration
Building models for debt portfolio based on macro events and special case situations
Building Quantitative Models Analyzing long term historical index data
Tracking debt indicators and market movements on a daily basis
Trend analysis of Macro numbers, news & events and generating reports on the same
Organizing and consolidating the debt portfolio
Create comparative sheets of various debt instruments as and when required
Creating Valuation of securities and portfolios
Coordinate for portfolio related data and transactions
Generating Daily, Weekly and Monthly Fixed Income Research reports

Portfolio Management: (Debt)

Create Model Portfolios

Track and Analyze portfolio
Assist in Execution of Strategies
Suggest strategies to generate outperformance over benchmark
Analyze past performance and provide attribution analysis
Preparing and presenting portfolio performance, market review/outlook on
monthly/quarterly basis

Equity:

Running Equity Models on Monthly Basis

Preparing Quarterly Earnings report
Preparing Earnings and Estimates report

Required Qualifications:

Masters of Business Administration (MBA)/Chartered Accountant /CFA

Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of Portfolio analysis & dealing (debt and equity)
Work experience in a related field is preferred (2-5 years)
Good Analytical and Decision making skills

Technical Skills

Proficiency in Excel and Power point required

Proficiency in financial database softwares like Bloomberg & Capital Line preferred

This position will report to Advisor/VP/Director