Reporting to: Director
Department: Investments
Job location: Mumbai, India
About the role:
The role requirement is to oversee and ensure the financial wellbeing of the clients by collaborating effectively with internal and external stakeholders.
Roles & responsibility:
- Conduct portfolio evaluation for existing & prospective clients.
- Build portfolios for existing & prospective clients using tools & databases.
- Preparation of client portfolio proposals & pitch presentations
- Assist in client portfolio monitoring & rebalancing.
- Analysis of mutual funds using suitable tools
- Build & execute trading & investment strategies using suitable tools.
- Support Investment team with various models & templates as per requirements
- Compliance with all applicable laws, rules, policies and procedures and standards as applicable.
Key qualifications & competencies:
- 2-5 years- experience in in areas relevant to the responsibilities as above; preferably from BFSI sector.
- MBA (Finance/Investments)/ CFA
- Self-driven, motivated & strong attention to detail
- Excellent time-management and organisational skills.
- Ability to use business judgement and a structured approach towards solving complex analytical problems