Overview
Key Responsibilities:
– Assist in the collection, management, and analysis of financial and market data relevant to mutual fund performance.
– Support the development and backtesting of quantitative models to evaluate investment strategies, risk factors, and fund performance.
– Conduct research on asset classes, fund categories, benchmarks, and investment styles.
– Monitor market trends, economic indicators, and fund industry developments, producing
regular updates and alerts.
– Create and maintain databases, dashboards, and reports for internal use by research and portfolio management teams.
– Assist in attribution analysis, portfolio risk assessments, and performance analytics.
– Prepare clear and concise research memos, presentations, and commentary for internal stakeholders.
– Ensure data accuracy and integrity across research outputs.
– Collaborate closely with senior analysts, portfolio managers, and investment committees.