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Asset Management Specialist

2 months ago

Bengaluru, India Hays Full time

Employment Company - HAYS

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