Partner at Infinite HR
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Fixed Income Role - BFS (2-3 yrs)
Ideation Fixed Income
- Part of team involved in generating investment ideas to meet the clients financial goals
- Contribute to and prepare investment proposals for clients
- Analyse Investment Vehicles - Fixed Income Mutual Funds, Bonds, AIFs, PMSes
- Track PMS Universe
- Track Index Funds Universe
- Track Bonds Universe and Yield curve
- Crate Periodic Macro study
- Provide recommendations based on the above analysis
- Writing Periodic reports and Updates
- Conduct periodic reviews of client investment portfolios to track they are meeting the investment objectives. Identify, highlight variances and suggest changes, if any.
- Provide data / guidance and support Relationship managers for the periodic client reviews and other client requests for information.
- Build relationship with Mutual Fund Managers, PMS Managers, bond dealerse and continuously research for new fund opportunities
- Stay updated, track new policies, actions, guidelines circulated by RBI, SEBI etc to provide client updates and build knowledge decks
- Contribute to preparation of the monthly MIS
SPECIAL KNOWLEDGE:
- Strong knowledge and understanding of key asset classes - Equity, Debt, Forex, Real Estate, Commodities and other alternate assets/ Value of diversification
- Extensive familiarity with research reports and articles
SPECIAL SKILLS (Managerial/Behavioral):
- Good Communication Skills - Good Analytical Skills and Knowledge of Financial Statements
- Report Writing Skills - Proficient at PowerPoint and Excel.
- Organized, Methodical, Proactive
- Ownership & Go Getter
Qualification: Postgraduate with finance background
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