Associate - Investment specialist

4 - 8 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Specialist Professional within the Asset Management Multi-Asset Solutions team, you play a crucial role in setting and enhancing organizational objectives to drive the business forward. Your responsibilities include: - Growing the business by acquiring new clients and expanding existing relationships - Delivering new products and retaining current assets - Maintaining a strong communication framework to provide clients with detailed insights - Collaborating with the team on prospective opportunities and supporting existing client relationships - Managing regular updates to clients through pitch books and data-led reports - Learning about the business and responding to ad hoc queries from stakeholders - Setting up new reporting requirements and troubleshooting data and reporting issues - Preparing strategy presentations encompassing performance, market value, analytics, and portfolio holdings - Customizing client presentations for Investment Specialists review meetings - Analyzing portfolios, including positioning, analytics, and performance results - Assisting in the preparation of client performance reports and investment review materials Qualifications required for this role include: - At least 4 years of experience in Asset Management and Investment banking support - Excellent communication (written and verbal), analytical, and organizational skills - Detail-oriented, organized, and exhibiting a meticulous approach to work - Time management skills, ability to multi-task, and strong quantitative and analytical skills - Proficiency in Microsoft Office applications (Excel, Word, PowerPoint) Preferred qualifications, capabilities, and skills: - Understanding of Multi-asset solutions business, with CFA/FRM/CAIA candidature being an added advantage - Strong automation skills and coding experience Your proactive and positive approach, along with the ability to grasp concepts quickly and work independently or as a team player, will be key to your success in this role. Comfort with a fast-paced environment and a solid understanding of capital markets and asset management are advantageous.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific 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

RecommendedJobs for You