Director - Wealth/Investment Analytics

We have an opportunity for Director Wealth/Investment Analytics with one of our client in Mumbai.

Looking for a dynamic, experienced investment/wealth analyst professional to be responsible to lead a new global UHNI customer engagement initiative. The candidate must have the finesse, customer engagement skills and a demonstratd track record in executing a strategic business development plan to meet budgeted financial performance. The candidate will be functionally proficient to lead a team that can handle Asset Allocation, Portfolio & Investment Analysis, Securities Selection, Investment/Tax Optimization etc.

The candidate should have excellent client facing and communication skills.

Role Description:

- Plans, oversees and operationalize achievement of company's vision/mission through capture of select opportunities in key markets.

- Relationship building and portfolio management of the company's existing Ultra-HNI clients (Single/Multi Family Offices) to achieve budgeted sales

- Build new customer and partner relationships to drive incremental sales growth.

- Sales process and pipeline management

- Build Investment Policy Statements for HNI clients

- Formulate the asset management strategy for the portfolio

- Active hands on analysis of investment portfolios - including periodic asset review with HNI clients and senior management

- Develop a Risk Assessment and Project Execution framework

- Assist in conducting comprehensive due diligence and portfolio cost reduction, improvement in risk adjusted returns

- Support in the analysis of historical investment performance, portfolio performance, financial statements, financial models, and industry research

Education and Experience:

- CA/MBA Finance with 10-12 years of experience in asset allocation, portfolio construction, securities selection.

- Must have worked on HNI portfolios in a Bank or Wealth management company.

Desired Candidate Profile

- Ability to communicate in a clear, concise manner

- Ability to work positively with the wide range of individuals involved with the program

- Ability to find innovative ways to resolve problems, conflicts

- Good interpersonal skills

- Ability to influence and collaborate