Fixed Income Role - BFS

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