Associate Manager at Crescendo Global
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AVP - Private Equity/Hedge Funds (5-15 yrs)
AVP Investor Relations (Alternate/Discretionary Investments) BFSI 5+ Years
Looking for a professional with 5+ years of experience who will support the Investor Relations and Portfolio Specialist teams, and execute on key deliverables and projects across Managed Solutions in Alternate investments / Multi asset investments. If this sounds exciting, apply with us!
Location : Mumbai
Your future employer : A global leader in Investment Banking, Commercial Banking, Asset & Wealth Management with presence in 100+ countries.
Responsibilities :
- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger).
- Leverage knowledge about our investment's solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary.
- Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
- Assist in developing and updating presentations and marketing materials for clients and internal meetings.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time-sensitive ad-hoc analysis and projects.
Requirements :
- 5+ years of work experience in wealth management, financial services, or a related field.
- CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space.
- Good knowledge of and genuine interest in financial markets and investments products.
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF.
- Team oversight experience is a plus.
What's in it for you :
- A high-performance culture with phenomenal career progression.
- Market leading remuneration.
- A stimulating working environment with colleagues from top-tier institutes.
- Work with the most progressive clients from the Financial services industry.
- A high-performance culture with phenomenal career progression.