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Asset Management Specialist
2 months ago
Location - Bangalore /Mumbai
Key responsibilities
As part of the Marketing Operations team and reporting to the India lead of Marketing Operations functionally, the individual is responsible for the following –
Actively involved in production and maintenance of various asset class marketing materials like Presentation, Fund Analysis, investment brochures, flyers, fund spotlights, factsheets, etc.,
Creation of marketing collaterals and work with firm systems, databases and resources to source quantitative and qualitative data, complete drafts of performance updates and other content updates within marketing collateral.
Responsible for preparing customized client reporting for clients which includes portfolio positioning, performance review and risk statistics
Work closely with the reporting team in operations to respond to potential client reporting and portfolio data related queries
Review reporting requirements and setup customized reports for new and existing clients
Work on ad-hoc projects related to database management, client reporting process and any other initiatives on the marketing collateral
Ensure accuracy and timeliness of data through implementation of quality control processes, proofing and data checking.
Experience and Skills
In depth knowledge of the global investment management industry
In depth knowledge of investment products in the Fixed Income and Multi Asset space.
Strong attention to detail with solid critical thinking and problem solving capabilities
Excellent project and time management skills
Demonstrated leadership ability and strength in communicating across multiple teams; working with partners to adhere to schedules and meet deadlines
Thrive in a fast paced, highly collaborative environment
Effective, proactive communicator with exceptional English writing and public-speaking skills; capable of interacting with colleagues at every level and across functions and investment teams
Highly skilled project manager; able to manage multiple deliverables, effectively convey expectations, efficiently guide team members, and deliver against timelines
Possess attention to detail within the larger context of a complex investment ecosystem
Qualification / Technical Expertise
Bachelor’s degree
Minimum of 6-10 years of relevant industry experience in the Asset Management industry and preferably in an investment support of marketing collateral creation role.
Strong technical knowledge of financial instruments (Equity and Fixed Income) and multi-asset investing along with willingness to learn about the portfolio implementation techniques used by the investments teams.
Good communication and ability to work and think independently, but within a team-based approach
Proficiency in MS PowerPoint, Word and MS Excel ,
Strong interpersonal skills; ability to develop effective working relationships with key stakeholders
