Professional

Title

Job Title

RB - Affluent Business: Investment Strategy Team-Fixed Income

Grade

SM/M

Department

Affluent Business

No of Positions

1

Location

CO, Worli

Reporting Authority Job Name

Head Investment Strategy Fixed Income

No of Direct Reports

3

Team Size

4

The candidate will be an Investment Strategist Fixed Income for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank

• Seamlessly navigating between treasury, sales teams and service teams, and coordinate with clients along with the Burgundy Private Partner to efficiently carry out time-bound Market transactions in Bonds
• Identification and evaluation of Fixed Income ideas, and monitoring activities on existing suite of focused ideas
• Liaising with various Debt Mutual Funds for regular updates on portfolio quants for onward communication to the Burgundy Private Partners
• Preparing product notes and pitch decks for focused product ideas within Debt Mutual Funds, AIFs and bonds
• Creating the Monthly Investment Strategy presentation and other analytical tools & presentations for circulation to the internal team
• Providing all requisite support to the Burgundy Private Partners on Fixed Income products & Investment proposals
• Providing support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement, guidance on proposition/ process related queries and resolution of issues being faced by them / their clients

Key Relationships (Internal or External Stakeholders)

Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners

Major Competencies Required

• Excellent presentation and analytical skills
• Strong communication and negotiation skills
• Good interpersonal skills and a strong team player
• Ability to work in a cross functional setup
• Intellectually curious
• Must be a self-starter

Academic Qualifications / Nature of Relevant Work Experience Required

• MBA or equivalent degree Fice specialization preferred
• At least 4 years of work experience preferably in a wealth management firm
• Good knowledge and experience of advanced MS Excel
• Background in Fixed Income would be a plus