AVP - Portfolio Specialist - Investment Bank

Job Description -

- Would be involved in portfolio management, portfolio analysis

- Create investment proposals and performance reviews for standardized and customized Discretionary Mandates across multiple asset classes.

- Seamless interaction with Portfolio Solutions Specialists and Portfolio Managers to assist them with developing customized proposals

- Work with Portfolio Solutions Specialists to answer queries on Discretionary Mandates & Wealth Management Funds including ad-hoc analytical queries on sales, campaign overviews etc.

- Prepare and maintain marketing collaterals like Quarterly product packs, product brochures, and one-pagers related to Discretionary Mandates & Wealth Management Funds

- Assist in the due diligence process and maintenance of the product shelf, including new product launches

Specification -

- Degree in business or finance; additional qualifications in IT would be a plus

- 7-12 years of experience in multi-asset class portfolios in a client/RM servicing capacity

- Good understanding of portfolio management and asset allocation

- Strong interest in discretionary portfolios and funds

- Excellent communication skills to handle multiple stakeholders across locations

- Strong written skills in English and ability to draft broad impact communication emails

- Excellent IT skills and well-versed with Excel macros (VBA) and Microsoft Access

- Knowledge of financial systems such as Bloomberg a must