RB - Affluent Business:Investment Strategy Team-Fixed Income

Job Description

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 Job Description 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 Optimal qualification for success on the job is: MBA or equivalent degree. Finance 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