Assistant Manager - Operations, Investment

3 - 7 years

10 - 14 Lacs

Posted:1 day ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

What youll be DOING

What will your essential responsibilities include?
  • Produce, analyze, and present Investment and Performance Reports for Internal Teams (Investment and Risk) and external partied (like Regulators and Portfolio Managers).
  • Derive investment classifications based on other related information and conduct report testing.
  • Create Board report for AXA XL entities which includes Positions reporting viz-a-viz benchmark & compliance limits, Performance, Market and Credit Risk.
  • Produce Fixed Income, alternatives and Derivatives reports based on the production calendar.
  • Troubleshoot complex excel based reports and re-engineer reports when required. Transition dashboards in MS Excel to QlikView or Power-BI as per the business requirements.
  • Provide support to the Investment operations team by being an effective back up and perform tasks subject to the requirements.
  • Risk Reporting includes Risk framework like classification-based Risk Appetite, Credit ratings, Sensitivity analysis.
  • Perform monthly and Quarterly compliance checks for Fixed Income mainly Corporate, Government & Supranational and ESG inclined Bonds.
  • Monthly/quarterly monitoring and compliance exceptions reporting to authorized parties. Liaising on portfolio managers for trade preapproval request.
  • Regulatory and Legal compliance monitoring. Scenario based compliance testing and Collateral Asset monitoring.
  • Perform other duties as and when assigned by the manager and help manager achieve the desired goal for a period.
  • Liaise with other internal and external teams/vendors/auditors to understand, creating a solution and fulfill the requirements.

What you will BRING

Were looking for someone who has these abilities and skills:

Required Skills and Abilities:

  • Bachelors/masters degree in finance/economics or Degree Diploma in Computer with the fair amount of experience in automation and report reengineering.
  • CFA / FRM any level or completed would be preferable.
  • Deep knowledge about Fixed Income, Alternatives and Derivatives instruments with the respect to reporting.
  • Robust experience of MS Excel, Word, and PowerPoint.
  • Hands on experience of Power BI (reporting tool) or other BI tools will be preferable. Skills are required for trouble shooting queries and report building for internal and external users.
  • Ability to switch priorities and flexibility to work with reporting and Compliance is required.
  • Ability to troubleshoot a complex query and deliver the desired solution.
  • Relevant years of working experience with Investment Reporting, Portfolio Management Reporting, and asset Management support or from any financial services company.

Desired Skills and Abilities:

  • Excellent communication skills required to interact with internal colleagues and external vendors to resolve queries or completing a task in hand like creating new reporting schema, implementing reporting changes, transitioning/migrating reporting from onshore team.
  • Must be detail conscious, technically motivated, creative, and user oriented.
  • Ability to work with huge volume data.
  • Must have effective analytical skills to quickly understand, absorb, and implement business intelligence tools in day-to-day work.
  • Ability and Skills to efficient time/task management skills.
  • Ability to work resiliently and responsibly in flexible environment without compromising the deliverables.

Mock Interview

Practice Video Interview with JobPe AI

Start Business Intelligence Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Axa Xl logo
Axa Xl

Insurance and Reinsurance

Greenwich

RecommendedJobs for You