Investment Manager

15 hours ago

Ajmer, Rajasthan, India beBeeFixedIncome Full time ₹ 40,00,000 - ₹ 75,00,000
Family Office Investment Manager Job Description:

The Family Office Investment Manager plays a pivotal role in gauging the investment interests of high-net-worth individuals and family offices in fixed income products. This involves interacting with these clients to understand their specific needs and preferences.

  • Oversight of marketing processes, including creating investor materials and hosting webinars to facilitate knowledge sharing and awareness about our debt product offerings.
  • Developing and managing relationships with current and potential investors to foster trust and understanding of our tailored financial solutions.
  • Collaborating with Product teams to create customized fixed income products that cater to the unique requirements of each client or situation.
  • Conducting thorough assessments of client credit profiles to propose and execute bespoke deals that meet their expectations.
  • Ensuring seamless onboarding of new corporates and family offices by coordinating with stakeholders to capture and upload relevant portfolio data into reporting systems.

For this role, we seek an experienced professional with a deep understanding of family office requirements and a strong background in wealth management. A minimum of 3-8 years of experience is preferred.

Key Responsibilities:

  • Fundamental analysis and due diligence on clients
  • Detailed knowledge of fixed-income markets and asset classes
  • Market research and trend analysis for strategic decision-making

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