Posted By
Posted in
Sales & Marketing
Job Code
1147219
Associate - Sales
Summit Kailash is a leading, independent India advisory and fund placement group providing capital raising and liquidity solutions.
Office Location: South Mumbai
Job Title: Associate (01 position)
Job Overview: We are looking for a smart and dedicated team member for the position of associate to expand our institutional and family offices/UHNIs investor relationships across the world. The focus would be towards alternative investments across Private Equity, Venture Capital, Private Credit and Hedge Funds etc in domestic & offshore markets. This role presents an excellent opportunity to get exposure to different types of investors and gain a wealth of knowledge about alternative asset classes.
Responsibilities and Duties :
- Building and managing relationships with some of the largest fund managers, institutional investors, family offices & UHNIs, across the globe.
- Create PowerPoint presentations showing the track record of an investment portfolio, using charts and comparisons to an appropriate benchmark and other information along with competitor profiling.
- Collecting & co-ordinating portfolio information & data to facilitate the due diligence process.
- Analysis of different products across asset classes.
- Assist in the creation of materials for investment presentations. Monitor investment performance across asset classes, geographies and managers.
- Engage in multi-asset class research and contribute to thought-leadership articles.
Qualifications :
- Postgraduate with a commerce background or,
- CA/CFA/CAIA/MBA from a reputable institution.
Skills, Experience and Competencies:
- 1 to 3 years of related experience in the Investment banking/Private banking. Strong self-motivation and ability to lead work streams independently.
- Knowledge of alternative investment products like Venture Capital, Private equity, Hedge funds etc & excellent presentation skills (oral and written).
- Rigorous attention to detail and a practitioner's approach to investment-problem solving.
- Strong in Microsoft office skills and an aptitude for technology.
- Competitive compensation with attractive variables.
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Posted By
Posted in
Sales & Marketing
Job Code
1147219