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WhiteOak_JD- CPM Analyst

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Pawan Maurya
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35 views2 pages

WhiteOak_JD- CPM Analyst

Uploaded by

Pawan Maurya
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Designation

Pre-MBA Graduate Analyst Program for the Client Portfolio Manager (CPM) Team.

Location

Mumbai, India (On-site).

Role

The analyst will be part of the client portfolio manager (CPM) team. The CPM team acts as an interface
between investment research and the sales team. The team’s primary responsibilities include handling
fund marketing materials, due diligence questionnaires, and responding to client queries by liaising
with various teams.

As a part of the CPM team, your role would include, but not limited to:

a) Performance Evaluation and Portfolio Analysis: Analysing investment performance and


portfolio constriction and exposures based on various factors.
b) Due Diligence: Address due diligence questionnaires.
c) Client Pitches: Preparing investor presentations and other marketing materials.
d) Client Queries: Assist sales team on an ongoing basis. Interact with key clients and assist in
periodic portfolio reviews.
e) Macro Analysis: Outlining the investment case for India and global emerging market equities.
Working with the investment team and analyzing market trends to formulate new products.
f) Report generation: Assisting in writing & generating periodic reports including market
outlook, event updates, customized research assignments, newsletters, and other in-house
publications.

Candidates are expected to pursue higher studies post the completion of the two-year program.
Exceptional performers in the program may be considered for a permanent role.

Desired attributes
• Strong analytical acumen and numeracy skills
• Strong excel, power point skills
• Strong communication skills, especially written communication
• Basic economics and macro knowledge are a bonus
• Good co-ordination and team management skills

Selection Process

The selection process would involve the followign steps:

1. Resume, Cover Letter and Assignment submissions


2. Preliminary shortlisting (based on Resume, Cover Letter and assignment submission)
3. Interview rounds with the team

About the Company

WhiteOak Capital group provides investment management and advisory services for equity assets of
over USD 9.7 Bn as of 30 Sep 2024, across the group. Besides segregated managed accounts for leading
global institutions, WhiteOak offers investment services through a wide array of fund vehicles
domiciled in India, Ireland, Mauritius, and UK to individual and institutional investors in India and
worldwide. WhiteOak has investment research teams based in India, Singapore, and Spain, and
additional sales and distribution offices across Asia and Europe.

WhiteOak Group was founded by Mr. Prashant Khemka, former CIO of Goldman Sachs Asset
Management’s India Equity and Global Emerging Markets Equity businesses. WhiteOak’s performance-
first investment culture is founded upon the following four pillars; stock selection-based philosophy,
high caliber research team, disciplined analytical process and balanced portfolio construction
framework.

Recently, White Oak has also launched two new initiatives – Global Emerging Markets (GEM) practice,
covering over 40 emerging market economies, and a domestic Asset Management Company (AMC)
business.

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