
Strategic Investment Specialist
1 day ago
The investment manager is responsible for overseeing banking, settlement and accounting of investments activities and facilitating the fund management team for strategic decision-making.
- Maintain a solid understanding and ongoing desire to learn about capital markets, including fixed income, money market, and equity markets.
- Foster strong relationships with various investments auditors and bankers.
- Develop in-depth knowledge of interest rate derivatives.
- Cash flow management for investment activities.
- Settlement of trades across various asset classes.
- Determine and settle margin requirements for derivative trades.
- Ensure adherence to regulatory requirements for banking, settlement, and accounting for investments operations.
- Participate in primary market operations and settlement.
- Ensure smooth closures of corporate actions.
- Daily bank and holding reconciliation.
- Comply with KYC norms for trade executions.
- Work on SAP IMS and perform UAT for enhancements.
- Prepare MIS/data and carry out analytics.
- Strong interpersonal skills.
- Effective communication skills.
- Creative problem-solving skills.
- Supervising/leadership skills.
- Teamwork skills.
- Influencing skills.
- Relationship building skills.
- Decision making skills.
- CA (preferably first attempt).
- Advanced Excel skill set.
- Basic understanding of investments.
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Investment Specialist Role
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Investment Promotion Specialist
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