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23/07 Riyaz Gojree
Associate Manager at Crescendo Global

Views:1962 Applications:330 Rec. Actions:Recruiter Actions:109

AVP - Private Equity/Hedge Funds (5-15 yrs)

Mumbai Job Code: 1129806

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.

Women-friendly workplace:

Maternity and Paternity Benefits

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