Lead Specialist - Investments

Oliver Wyman

5 - 7 years

20 - 25 Lacs

gurugram

Posted:23 hours ago| Platform:

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Skills Required

team management wealth management bloomberg fixed income project management consulting investment management risk management analytics client management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class views of the organization s Strategic Research Group
Preparing Portfolio evaluation reports (DC, DB, OCIO, Endowment and Foundation) on monthly/quarterly basis detailing the market performance, investment results, style exposures and recommendations for portfolio rebalancing.
Preparing and reviewing quarterly manager commentary by assessing the performance of fund/investment strategies and linking the performance with market/economic developments and the investment process of the asset managers.
Lead and support client projects or ad-hoc projects beyond reporting
Review asset allocation and portfolio construction as per client goals and risk appetite
Review and amend investment policy statements
Fund managers screening and preparation of search report
Project management, peer review, process training and development of team members
Lead and contribute on projects for Strategic Research Team and Intellectual Capital publications
Conduct research and write research papers on macro/micro economic environment and Investment industry
Lead and participate in knowledge development initiatives
Providing research support on client requests including ESG, Style Analysis, Asset Class Trends
Play key role in strategic and operations improvement initiatives
Support Process Leads in preparation of periodic KPIs and dashboard reporting
Coach and guide the junior team members and new team members

What you need to have:

5-7 years experience in the wealth management/investment industry overall
Relevant Bachelors or Masters degree in finance or economics with demonstrated academic achievement
Progress towards professional certification such as CFA, CAIA, CIPM
Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)
Strong logical and analytical skills with attention to details
Strong working knowledge of MS Office, third party tools Bloomberg, Morning Star, Lipper, etc
Excellent written and verbal communication
Exceptional interpersonal, organizational, business communication, and time management skills
Demonstrated success working with out-of-country professionals
Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
Stakeholder management; managing escalations and ensuring excellent service delivery

What makes you stand out

Ability to understand the link between data, client needs and its application to the bigger picture
Excellent client management skills
Positive attitude & ability to adapt ever-changing environment
Strong multi-tasking skills
Domain expertise relevant to wealth management/investment advisory/consulting
Willing to learn and a strong team player with a collaborative approach
Effective team management skills
Good analytical skills
Strong written and verbal communication skills

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