Mumbai, Maharashtra, India
3 days ago
Associate - Investment specialist

You are a strategic thinker passionate about driving solutions in investment management. You have found the right team.

As an Investment Specialist Professional within our Asset Management Multi-Asset Solutions team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities:

Grow the business through new clients and expand existing relationships.Deliver new products and retain current assets.Maintain a strong communication framework to provide clients with detailed insights.Work with the team on prospective opportunities and support existing client relationships.Manage regular updates to clients through pitch books and data-led reports.Learn about our business and respond to ad hoc queries from stakeholders.Set up new reporting requirements and troubleshoot data and reporting issues.Prepare strategy presentations including performance, market value, analytics, and portfolio holdings.Customize client presentations for Investment Specialist’s review meetings.Analyze portfolios including positioning, analytics, and performance results.Assist with the preparation of client performance reports and investment review materials.

Required qualifications, capabilities and skills:

At least 4  years of experience in Asset Management and Investment banking support.Excellent communication (written and verbal), analytical, and organizational skills.Detail-oriented, organized, and exhibit a meticulous approach to work, ensuring data accuracy.Time management skills & ability to multi-task.Strong quantitative and analytical skills (including data analysis and ability to understand data flows).Proficient in Microsoft Office (Excel, Word, PowerPoint).Proactive and positive approach with an ability to grasp/learn concepts and procedures quickly.Self-starter and solution-oriented with an ability to work independently and as a team player.Comfortable working in a fast-paced environment across multiple time zones.A solid understanding of capital markets, and familiarity with asset management.

Preferred qualifications, capabilities and skills:

Understanding of Multi-asset solutions business is a plus.CFA/FRM/CAIA candidature would be an added advantage.Strong automation skills. Coding experience is a plus.
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