Asset Management - Global Liquidity Investment Specialist Associate

3 - 7 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

You are a strategic thinker passionate about driving solutions in investments, and you have found the right team. As an Investment Specialist within the Global Liquidity Investment Specialist Team, your role will involve preparing strategy presentations, analyzing portfolios, assisting in the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams. Leveraging your strong understanding of fixed income securities & markets, excellent communication skills, and proficiency in MS Office and Bloomberg, you will deliver effective cash management solutions to clients. Your responsibilities will include preparing strategy presentations that encompass performance & market value, analytics, and portfolio characteristics, as well as details on portfolio holdings. You will be responsible for creating customized client presentations for review meetings, analyzing portfolios to assess positioning, analytics, and performance results, and preparing client performance reports and investment review materials for new and existing clients. Additionally, you will provide commentaries on performance drivers and assist in the preparation of other communications. Collaboration with Sales, Consultants, and RFP teams to meet their requirements will also be part of your role. Required qualifications, capabilities, and skills for this role include: - At least 3 years of experience in financial product analysis, marketing, or client services - Excellent verbal and written communication skills - Proficiency in MS Office (Excel, Word, PowerPoint), with experience in Bloomberg - Strong quantitative and analytical skills, including data analysis and the ability to understand data flows - Self-starter with the ability to work independently and as a team player - Strong time management skills and the ability to multitask - Proactive and excellent communicator with the ability to connect with audiences across different seniority levels - Delivery focus and detail-orientation with a strong commitment to accuracy Preferred qualifications, capabilities, and skills that would be advantageous for this role include: - CFA/FRM certification - Masters Degree from a recognized institute in Finance/Economics/Business Administration - Proficiency in Python, including previous coding experience - Strong understanding of fixed income securities & markets, with experience in the Asset Management industry being a plus.,

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