IWM Investment Products and Services - Analyst / Associate (Discretionary Portfolio Management )

Nomura Overview:

Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Nomura Services, India supports the group’s global businesses. With world-class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group’s global operations.

At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been well-recognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards.

Division Overview:

Nomura International Wealth Management have more than 50 years of experience delivering value to our high net worth clients in Asia. Our commitment to deliver bespoke solutions is paired with judicious planning, coupled with Asia insight to meet clients’ wealth planning and investment goal objectives.

Nomura IWM have access to both global and regional investment opportunities across multiple asset classes - fixed income and equity securities, including currencies, interest rates and credit in cash, derivatives and structured products. IWM will take advantage of Nomura’s research-based advice, strong execution capabilities and bespoke solutions that leverage our global expertise in Global Markets, Investment Banking, Asset Management and other affiliates.

IWM rolls up to Nomura’s Wholesale division along with Global Markets (GM) and Investment Banking (IBD).

Business Unit Overview:

This particular role is within the IWM Investment Products and Services (IPS) team that is being newly set-up. It will house a group of highly skilled individuals who will help in generation of trade ideas and research behind it, analysis of portfolios and assist Relationship Managers (RMs) and clients in pricing the trade etc.

Position Specifications:

Corporate Title:

Experience:

Qualification:

Role & Responsibilities:

The Discretionary Portfolio Management team member will work closely with Portfolio Managers, Investment Advisors, dealing desk, and operations across regions (HK/SG/DIFC) focusing on:

1. Portfolio Analytics and Review

• Perform regular portfolio analysis and generate client reviews and analytics
• Monitor and analyse portfolio performance and risk metrics
• Execute portfolio rebalancing for various DPM strategies

1. Process Automation and Enhancement

• Identify and implement automation opportunities for operational workflows
• Develop and maintain portfolio management tools and systems

1. Business Development Support

• Assist in preparation of client pitches and marketing materials
• Support new strategy campaign initiatives through quantitative analysis

1. Investment Research and Analysis

• Generate regular market commentary and investment insights
• Design and develop quantitative investment strategies with comprehensive back-testing and optimization
• Assist in regular portfolio allocation decisions.

Mind Set:

• Experience in fundamental analysis and basics of technical analysis.
• Understanding of financial markets and portfolio management concepts
• Experience in macroeconomic analysis.
• Basic programming skills [Python preferably].
• Experience with automation and process optimization
• Proficiency in data analysis and visualization
• A strong passion for investing and research
• CFA L-2 appearing/cleared candidates preferred.
• Strong leadership skills
• Strong communication skills.
• Ability to work effectively as part of the team but also operate independently in effective manner
• Strong work ethics
• Ability to multitask and thrive in a fast-paced environment

• Ambition and enthusiasm to succeed in this challenging role

We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer’s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age.

*Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.