A varied role for analyst investors and wealth management aspirants. It involves analytics and reporting, commentaries on factsheets, assessment of areas of risk and handling client queries etc. LOCATION: Mumbai YOUR FUTURE EMPLOYER A leading, global firm with a distinguished clientele providing extensive financial and asset management services. YOU WILL BE RESPONSIBLE FOR - Assisting with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients. - Writing cover letters, Crafting and sending alerts internally and working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery. - Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries - Identifying and assessment areas of risk and implementing preventive procedures. - Oversee quality control checks for integrity and accuracy of content created by a team. THE SUCCESSFUL CANDIDATE - A Qualified Candidate with masters in finance and CFA and 5+ years of experience. - Develops pitch books, factsheets and handle client queries - Worked in the field of mutual funds, real estate, private equity and hedge funds. - Good knowledge of Alternative asset class. WHATS IN FOR YOU - An opportunity to define, lead and coordinate the operations/function of the company. - Liaise extensively with stakeholders.

Mumbai

Manager/Analyst  - Investor Relations & Wealth Management - Financial & Asset Management Services 

Manager/Analyst  - Investor Relations & Wealth Management - Financial & Asset Management Services  ,Job Description for Manager/Analyst  - Investor Relations & Wealth Management - Financial & Asset Management Services  in Crescendo Global in  Mumbai for (5-9) years of experience. Apply Now!

Job Description for Manager/Analyst  - Investor Relations & Wealth Management - Financial & Asset Management Services  in Crescendo Global in  Mumbai for (5-9) years of experience. Apply Now!