What can you expect?
- Review quarterly manager commentary by assessing the performance of fund/investment strategies and provide direction to the team on content
- Review performance report for DB, DC, DS and NFP plans which includes structured discussion on performance results of fund managers and make recommendation on hold/liquidate investment managers
- Review asset allocation and portfolio construction as per client goals and risk appetite
- Review fund managers screening and search reports
- Project management, work allocation, real-time capacity management, peer review, process training and development of team members
- Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects
- Liaison with stakeholders to build relationship for service delivery management
- Play anchor role for all strategic projects and provide directions to the team
- Prepare and manage KPIs and handle escalations
- Participate in defining strategic priorities for the business
- Focus on new capability development and branding imperatives
- Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives
- Driving Process Improvement Initiatives and delivering results in line with Business Priorities
Note: Applicants should be flexible working in shifts
What is in it for you?
- Holidays (As Per the location)
- Shared Transport (Provided the address falls in service zone)
We will count on you for:
- Proficient understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)
- Strong logical and analytical skills with attention to details
- Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, Lipper, etc.
- Excellent written and verbal communication
- Exceptional interpersonal, organizational, business communication, and time management skills
- Demonstrated success working with out-of-country professionals
- 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 skills
- Leadership Skills with ability to manage diverse teams
- Positive attitude & ability to adapt ever-changing environment
- Strong multi-tasking skills
- Good knowledge/experience in project management
- Proficiency in programming languages like VBA, Python, SQL
What you need to have:
- Ability to work in a dynamic environment that requires critical thinking and strong analytical skills
- Proven record of managing large team
- Hands on experience in managing the transition
- Ability to work as part of a team and build strong working relationships with peers
- Substantial experience of Investment Research , depth and breadth of knowledge in processes especially in the areas of Performance Reporting
- Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance
- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies
- Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
- Problem solving skills and attention to detail
- 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
- Strong verbal and written communication and analytical skills
What makes you stand out?
- Graduate (B.com, BBA or equivalent )
- Master's Degree in finance ( in addition to accounting, economics or mathematics) or MBA will be preferred
- High attention to detail
- Good relationship skills, Proven ability to work on own initiative as well as in a team
- Ability to multi-task and prioritize time effectively
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