Manager - Investment

5 - 8 years

14 - 19 Lacs

Posted:11 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

  • Support analysts and consultants in preparing presentations and client deliverables, sometimes under short timeframes, using Adobe Acrobat, Power Point, Word and Excel Microsoft tools.This includes editing, quality control, and finalization of client-related documents.
  • Responsible for helping the analysts and consultants produce performance evaluation reports for the clients. The analyst generates the reports with the use of Adobe Acrobat and Microsoft tools. The technical analyst is then responsible for bringing the reports into the desired format, formatting and finalizing the documents. Once finalized, the technical analyst will work with the production department to print and send to the client.
  • Maintaining the investment consulting information on proprietary global client relationship database.

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