Principal Consultant at MeritFox India
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Associate/AVP - Quantitative Research & Reporting - Investment Bank Firm (4-9 yrs)
We are looking for Associate and AVP Sales Support (Quantitative Research and Portfolio Management) for Global Investment Bank firm in India.
Location - Mumbai
Shift - EMEA 1PM - 10PM
It's a permanent full-time role.
Role and Responsibilities:
- The analyst will be responsible to provide a fully integrated center of relationship intelligence, connecting all touch points across the client lifecycle - to help drive sales performance and deliver a purposeful client experience.
- Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients' portfolios
- Assist with the preparation of material for strategy meets / business reviews / sales conferences Understand current and new client relationships, their asset allocation preferences and assist in client review presentations
- Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
- Create and manage presentations for sales pitches across JPMAM's investment platforms
- Coordinate the Request for Proposal process covering breadth of investment and solutions platforms Partner with marketing teams on new product launch initiatives, client events and market research communications
- Respond to client requests and manage client communications efforts
- Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
- On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules
- Maintenance of client /internal information in CRM tool, various databases, systems
Candidate Profile:
- MBA/CFA with relevant industry experience and knowledge of sales process.
- Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
- Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
- Excellent communicator (written and verbal) with strong interpersonal skills
- Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus
If you are interested in this role, please apply for this role.
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