Role Overview: Investment Specialist Support analyst will be working closely with the Investment Specialist team to assist with the preparation of portfolio review material for clients and investors. The analyst will develop an understanding of the investment processes associated with a variety of Equities portfolios and will be expected to liaise with multiple groups, therefore strong interpersonal skills are key. Core Responsibilities: Preparation of Strategy presentations comprising of: - Performance & Market value - Analytics and characteristics of the portfolio - Details on holdings in the portfolio - Prepare of customized Client presentations for IS's review meetings - Analysis of portfolios including positioning, analytics and performance results - Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers - Assist in preparation of any other communication - Monitoring guidelines and adherence for internal/external managed portfolios - Co-ordinate with Sales, Consultants and RFP teams to cater their requirements - Represent the IS team, and work with other supporting teams, on various ad-hoc projects. Currently, that involves automation of various docs and presentations in which context some understanding of macros would be very helpful. Not so much coding itself, but the ability to understand the logic and communicate the requirements more accurately - Responding to ad hoc data requests and reporting needs Key Skills: - Post Graduate, MBA with atleast 5-6 years of experience in financial markets or relevant experience - CFA/FRM candidature would be an added advantage - Excellent written and verbal communications skills - Understanding of Equities (or any asset class) and the asset management business is a plus - Proficient in MS Office (Excel, Word, PowerPoint) - Strong quantitative and analytical skills (including data analysis and ability to understand data flows) - Proactive, positive approach. Able to grasp/learn concepts and procedures quickly - Strong interpersonal & organizational skills - Ability to foresee problems/think ahead and ask relevant questions instead of just plain execution - Time management skills & ability to multi-task - Delivery focus and detail-orientation with strong commitment to accuracy - Team leader, who lead with example and people management experience is added advantage - Self-starter and ability to work both independently and as a team player

Mumbai

Investment Specialist - BFSI 

Investment Specialist - BFSI  ,Job Description for Investment Specialist - BFSI  in ABC Consultants in  Mumbai for (5-6) years of experience. Apply Now!

Job Description for Investment Specialist - BFSI  in ABC Consultants in  Mumbai for (5-6) years of experience. Apply Now!