Global Liquidity Investment Specialist

3 - 7 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Investment Specialist within the Global Liquidity Investment Specialist Team, your role involves preparing strategy presentations, analyzing portfolios, assisting with client performance reports, and coordinating with Sales, Consultants, and RFP teams. Leveraging your strong understanding of fixed income securities and the market, along with excellent communication skills and proficiency in MS Office and Bloomberg, you will deliver effective cash management solutions to clients. - Prepare strategy presentations covering performance, market value, analytics, portfolio characteristics, and details on holdings in the portfolio. - Create customized client presentations for review meetings. - Analyze portfolios for positioning, analytics, and performance results. - Prepare client performance reports and investment review materials. - Coordinate with various teams to cater to their requirements. To excel in this role, you need: - 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) and experience with Bloomberg. - Strong quantitative and analytical skills. - Ability to work independently and as part of a team. - Effective time management and capacity to multitask. - Proactive and excellent communicator with the ability to connect with audiences across different seniority levels. - Strong focus on delivery and attention to detail. Preferred qualifications for this role include: - CFA/FRM certification. - Masters Degree from a recognized institute in Finance/Economics/Business Administration. - Proficiency in Python with coding experience. - Deep understanding of fixed income securities and the market. - Experience in the Asset Management industry.,

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Financial Services

New York

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