Avendus Wealth Management - Analyst - Collateral/Pitches - VBA/Tableau

Broad requirements:

- Has knowledge on VBA OR has knowledge of financial softwares (Tableau etc)

- Good with excel / ppt

Job Specifications:

1. Expected Outcome

To create collateral-backed by information analysis for effective communication to clients/prospects, including some solutioning with regards to products/ideas.

2. Roles & responsibilities/Functions to be performed

- Create generic pitches - one time

- Monthly update product pitches

- Review presentations:

(overall portfolio review, new portfolio review, equity analytics, debt analytics )

3. Competency/Skill set required

Hard skills: Presentation skills, creativity, writing ability, understanding product & analysis

Soft skills: working as a team, accountability, ability to treat internal customers (sales team) as external customers, adhering to timely deliveries, multi tasking