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Portfolio Management Support, Investments, Associate Primetrace Technologies

3.0 - 5.0 years

3 - 5 Lacs

Gurgaon / Gurugram, Haryana, India

On-site

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This role provides an opportunity to learn about the Investment Management business and the institutional and fiduciary clients we service. You will work directly with internal clients to resolve operational client issues and partner with teams across the Aladdin ecosystem to solve complex data issues. Initially supporting senior members of the team in all aspects of client service, you will be expected to progress rapidly and take on responsibility for your own assigned coverage in short order. Produce monthly, quarterly and ad hoc investment and portfolio analytics for clients Deliver a superior level of service to internal stakeholders across the client lifecycle Collaborate with global FIG teams to develop and implement best practices for client communications Leverage technology and data tools to enhance client service processes and to develop scalable solutions and process improvements across the function Participate in investment and client service training, and stay informed on developments to support client deliverables Mentor and lead junior analysts, fostering a culture of excellence and collaboration Qualifications The ideal candidate will possess: Bachelor s Degree or equivalent with strong quantitative skills 3-5 years of experience in financial services, preferably in client service, portfolio management support, or institutional relationship management in Fixed Income Proficiency in Microsoft Office Suite; PowerPoint and Excel, with experience in BlackRock Aladdin a plus Technical skills such as Python, Matlab or SQL a plus Insurance industry specific knowledge a plus Skills and Experience Required Demonstrated ability to analyze and synthesize complex information into clear, client-ready materials (e.g., presentations, reports) Exceptional written and verbal communication skills, with a client-first mindset and attention to detail Proven ability to manage multiple priorities and to work under pressure to tight deadlines and collaboratively with a wide range of teams and stakeholders Strong collaboration skills and ability to work cross-functionally with investment, relationship, and operations teams. A proactive, solutions-oriented mindset with a passion for delivering exceptional client experiences Excellent communication and interpersonal skills Demonstrate outstanding attention to detail and have a passion for thinking critically Flexible, responsive, and self-starting personality As understanding of investment products, capital markets, and the asset management industry We are looking for people who are Curious: You like to learn new things and have a balanced disrespect for status quo Brave: You are happiest outside your comfort zone Passionate: You feel personal ownership for the work you do and an aspiration to be better Open: You value and respect input from others Experimental: You make mistakes, but learn from them Savvy: You want to outsmart the problem

Posted 6 days ago

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Relationship Manager - Financial Services IQ Tech Mind

1.0 - 3.0 years

3 - 4 Lacs

Thiruvananthapuram / Trivandrum, Kerala, India

On-site

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Description We are seeking a proactive and client-focused Relationship Manager in the Financial Services sector to join our team. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for providing excellent service to our clients while identifying opportunities for growth. Responsibilities Build and maintain strong relationships with clients and stakeholders in the financial services sector. Identify clients financial needs and provide tailored solutions to meet their goals. Conduct regular follow-ups with clients to ensure satisfaction and address any concerns. Collaborate with internal teams to deliver excellent service and resolve client issues promptly. Stay updated on financial products, services, and market trends to provide informed advice to clients. Prepare and present financial proposals and reports to clients and management. Skills and Qualifications Bachelor's degree in Finance, Business Administration, or a related field. Candidates with minimum 6 months of experience in selling credit cards, fixed deposits, Savings bank accounts and personal loans are preferred. Strong communication and interpersonal skills to effectively engage with clients. Excellent analytical and problem-solving abilities to assess client needs and devise solutions.

Posted 6 days ago

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