Posted By
Nidhi Gupta
Assistant Manager - Recruitment at Virtuoso Staffing Solutions Pvt Ltd
Last Login: 15 May 2024
Posted in
Banking & Finance
Job Code
1004019
- Evaluate investment manager operations, internal controls, and key third-party service provider partnerships against the stated investment strategies to formulate recommendations and understanding of risks posed to successful execution of the investment strategy
- Conduct initial and ongoing reviews of investment managers within the organization Investments' coverage universe
- Write risk assessment reports for internal and external distribution
- Ensure adherence to operational due diligence program's policies and procedures and contribute to development of future enhancements to Operational Due Diligence program and evolving industry best practice
- Ensure accurate capture and maintenance of relevant investment manager and fund data within the centralized database repository
- Assist in ad-hoc projects and reviews necessitated by current market events
Skillset Required :
- 6 - 10 years experience in the wealth management/investment industry overall with at least 2-3 years in operational due diligence role
- A Masters' degree in Business Administration (MBA Finance) with strong quantitative and analytical content
- CPA, CFA and/or CAIA designation preferred but not required
- Strong logical and analytical skills with attention to details
- Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, Lipper, etc
- 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
- Proficient understanding of all asset classes (equity, fixed income and alternatives)
- Strong presentation and meeting facilitation skills - comfortable presenting in front of investment committees
- Excellent client management skills
- Positive attitude & ability to adapt to ever-changing environment
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Posted By
Nidhi Gupta
Assistant Manager - Recruitment at Virtuoso Staffing Solutions Pvt Ltd
Last Login: 15 May 2024
Posted in
Banking & Finance
Job Code
1004019