Group Manager/AVP - US Investment - Fund Research & Investment Management

Job Responsibilities :

- Produce quarterly manager commentary by assessing the performance of fund/investment strategies

- Asset allocation and portfolio construction as per client goals and risk appetite.

- Prepare and amend investment policy statements.

- Fund managers screening and preparation of search report.

- Project management, work allocation, peer review, process training and development of team members

- Responsible for mentoring and leading a group of front line managers on client deliverables in an investment research and project based environment.

- Client/Onshore relationship management and enhancement

- Liaisoning with onshore colleagues for driving workflow improvement initiatives within the group, find best practices and process efficiencies, providing suggestions and offering testing/feedback of potential solutions.

- Review performance of team against goals and take corrective measures as required.

- Create succession plans and define, delegate and monitor the various employee engagement initiatives for the assigned shop.

- Responsible for selection, training, and evaluation of the skills of the supervisors and their staffs in making the investment judgments involved with the consulting-support processes they are performing.

Desired Profile :

- Excellent understanding in wealth management, investment management, fund management and different asset classes.

- Strong analytical, logical and client handling skills.

- 10-15 years of relevant experience in fund research and investment management. Pursuing CFA will be an added advantage.

- Should be flexible to work in US shifts

- Experience of analyzing investment portfolios or researching investment managers located outside of India

- Exceptional interpersonal, organizational, business communication, and time management skills.

- Strong level of understanding and proper usage of investment-related terminology.

- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date.

- Ability to understand the link between data, client needs and its application to the bigger picture.

- Excellent client management and leadership Skills with ability to manage diverse teams

- High proficiency in Excel and proficiency in other Microsoft Office applications.

References will be highly appreciated.