Portfolio Specialist - BFS

Job Description:

- Create investment proposals and performance reviews for standardised and customised Discretionary Mandates across multiple asset classes.

- Seamless interaction with Portfolio Solutions Specialists and Portfolio Managers to assist them with developing customized proposals and reviews.

- Work with Portfolio Solutions Specialists to answer queries on Discretionary Mandates & Wealth Management Funds including ad-hoc analytical queries on sales, campaign overviews etc.

- Prepare and maintain marketing collaterals like Quarterly product packs, product brochures, and one-pagers related to Discretionary Mandates & Wealth Management Funds

- Assist in the due diligence process and maintenance of the product shelf, including new product launches or decommissioning of existing solutions.

- Adhere to stringent risk management and control processes to deliver accurate outputs on a timely basis

- Manage stakeholders expectations and the responsibilities of the junior team members

- Prepare regular & adhoc management reports

- Prepare internal email communications for Discretionary Mandates & Wealth Management Funds.

- Work on campaigns: including designing storyline, planning, executing and tracking of numbers.

- Participate in product development design projects and actively contribute to the outcome, including participating in UAT.