Associate Consultant

Overview

Associate Consultant role on the Multi Manager Solutions (MMS) team in Bangalore, combining investment and portfolio analytics with manager research across multi-asset portfolios.

What you'll do

• Perform advanced portfolio, performance, attribution, risk and factor analysis across multiple asset classes.
• Evaluate portfolio positioning, manager contributions, diversification, risk exposures and investment outcomes to support portfolio and investment decisions.
• Support the ongoing research and monitoring of assigned investment managers and strategies, including manager meetings, quarterly reviews, due diligence and follow-up.
• Evaluate relevant qualitative and quantitative evidence relating to the manager organization, investment team, philosophy, process, portfolio construction, risk management, performance, benchmark and peer positioning, and material organizational developments.
• Prepare manager research notes and investment commentary, identify material developments or concerns, and contribute to the MMS peer-review process.
• Translate complex analysis into clear investment insights, recommendations, dashboards, reports and presentations for internal stakeholders.
• Contribute to reporting, data, automation and analytical improvement initiatives while supporting quality review, controls and knowledge sharing.

What you'll need

• Bachelor's degree in Finance, Economics or a related quantitative discipline.
• 6+ years of relevant experience in investment analytics, portfolio analytics, investment research, asset management, risk, manager research or related areas.
• Strong understanding of investment markets, asset classes, portfolio and benchmark concepts, performance measurement, attribution and risk analytics.
• Ability to interpret quantitative and qualitative investment information and communicate clear investment insights.
• Strong analytical, problem-solving, written and verbal communication skills.
• Experience with manager research, institutional investment platforms, factor analysis, peer analysis, scenario analysis or investment research writing is advantageous.

Nice to have

• Master's degree and completion of, or advanced progress toward, CFA, CIPM, FRM, or a relevant qualification.
• Experience with optimization, Capital Market Assumptions, scenarios, stress testing, regression, factor models, attribution, institutional platforms, automation, and visualization is desirable.

Details

• Location: Bangalore.
• Working hours: 1.30 pm to 10.30 pm IST.