Associate - Investment specialist

4 - 8 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You are a strategic thinker passionate about driving solutions in investment management. You have found the right team. As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will be required to grow the business through acquiring new clients and expanding existing relationships. Your role will involve delivering new products and retaining current assets while maintaining a strong communication framework to provide clients with detailed insights. Working collaboratively with the team on prospective opportunities and supporting existing client relationships will be crucial. You will also manage regular updates to clients through pitch books and data-led reports. Your responsibilities will include learning about our business and responding to ad hoc queries from stakeholders, setting up new reporting requirements, and troubleshooting data and reporting issues. Additionally, you will prepare strategy presentations encompassing performance, market value, analytics, and portfolio holdings, as well as customize client presentations for Investment Specialists review meetings. Analysing portfolios, including positioning, analytics, and performance results, will be part of your routine tasks. You will also assist in the preparation of client performance reports and investment review materials. To excel in this role, you should have at least 4 years of experience in Asset Management and Investment banking support. Excellent communication (written and verbal), analytical, and organizational skills are essential. Being detail-oriented, organized, and exhibiting a meticulous approach to work to ensure data accuracy is crucial. Time management skills, the ability to multi-task, and strong quantitative and analytical skills, including data analysis and understanding data flows, are required. Proficiency in Microsoft Office applications (Excel, Word, PowerPoint) is necessary. A proactive and positive approach, with the ability to grasp/learn concepts and procedures quickly, is highly valued. Being a self-starter and solution-oriented, with the ability to work independently and as a team player, is essential for success in this role. Comfort with working in a fast-paced environment across multiple time zones and a solid understanding of capital markets, along with familiarity with asset management, are advantageous. Preferred qualifications, capabilities, and skills include an understanding of Multi-asset solutions business, with CFA/FRM/CAIA candidature being an added advantage. Strong automation skills and coding experience are considered as positive attributes.,

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