Analyst - Multi Asset PMS

Role:

Act as a support function to all the portfolio management activities undertaken under Infinity.

This would entail being able to provide in-depth analysis and performance monitoring of portfolios and providing day-to-day operational support.

Detail

• Assisting with day-to-day operational and execution activities for both discretionary and non-discretionary portfolios.
• Working closely with the team of portfolio managers, analysts, and other team members to arrive at investment decisions.
• Analyse market trends, evaluate investment opportunities, and contribute to the development of investment strategies.
• Liaising with various internal and external teams / stakeholders in carrying out execution across various asset classes in client portfolios.
• To act as a backup buy side dealer for trades under Infinity (in absence of the main dealer) for facilitating execution across instruments across various asset classes.
• Maintaining accurate and timely portfolio data, ensuring data integrity, and maintaining proper MIS.
• Preparing detailed reports, pitch decks and presentations related to client portfolio reviews, internal investment committee meetings, drawing up investment strategies, and / or analysing market trends.
• Monitoring compliance with investment guidelines and regulations and assisting in the risk management activities.

Skills and Qualifications

• Analytical and problem-solving skills with a strong understanding of financial markets, investment strategies, and risk management
• Excellent communication and presentation skills and willingness to work collaboratively and effectively within a team
• Proficiency in financial modeling, data analysis, MS excel tools with attention to detail
• Bachelor's degree in finance, economics, or a related field.
• Prior experience in a similar field exposure to the Wealth Spectrum system would be preferred.