
Career Opportunities in Investments Management
2 days ago
We are seeking a seasoned professional to join our team in the investments division.
The successful candidate will be responsible for preparing and presenting monthly and quarterly performance reports to clients. This includes Defined Contribution, Defined Benefit, and Delegated Solution plans.
A key aspect of this role is analyzing investment options and overall plan strategies to provide expert advice to clients.
The candidate will also communicate with investment and custodial firms to gather and clarify client-specific data for reporting purposes.
In addition to these duties, the Senior Investment Manager will manage client relationships, reviews, and ramp-ups, ensuring an exceptional client experience.
The ideal candidate will have 8+ years of relevant experience in investments and portfolio analysis.
They should hold a graduate degree in finance (B.com, BBA, or equivalent) and be working towards CFA and CIPM certifications.
Familiarity with Python and SQL programming languages is essential, as is a strong understanding of investment-related terminology and excellent communication skills in English.
The successful candidate will have experience analyzing investment portfolios or researching investment managers outside India.
They should also have computations of returns (money weighted / time weighted) for Defined Benefit and NFP clients.
Exposure to global capital markets and knowledge of various asset classes and investment strategies are highly desirable.
Requirements- Adaptable communicator, facilitator, influencer, and problem solver.
- High attention to detail.
- Good relationship skills, ability to work on own initiative as well as in a team.
- Ability to multi-task and prioritize time effectively.
- A vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
- A range of career opportunities, as well as benefits and rewards to enhance your well-being.
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