0 years

0 Lacs

Surat, Gujarat

Posted:1 month ago| Platform: Indeed logo

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portfolio monitoring analysis presentation development data controls model video

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Job description Primary role Performing various daily BAU activity like Portfolio updation, Trade execution, effective usage of Algo and monitoring the impact analysis including VWAP Stay updated on market trends, financial news, and economic indicators that may affect investor portfolio, keeping the product presentation and Fact-sheet updated. Managing the system development. Liasoning with IT team for performing UAT and Go live for any system enhancements Prepare various presentations and MIS for Investment Committee (IC) meetings, portfolio updates, portfolio performance, investor performance and trade execution Monitoring and implementing regulatory changes, submission of various regulatory data points Performing various controls activities to ensure portfolio alignment with Model. Various analysis for outliers Job Overview (5718) Experience 60 Month(s). City Surat. Qualification MBA/PGDM Area of Expertise NA Prefer Gender Male Function INVESTMENT Audio / Video Profile NA

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