Senior Portfolio Strategist

2 weeks ago

Pune, Maharashtra, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Key role available for a Wealth and Asset Management Senior Manager to bridge the gap between business needs and technology solutions. Strong understanding of private market investments and alternative asset classes, along with technical proficiency in systems and tools used in wealth management are essential.

  • Collaborate with stakeholders to gather and document business requirements related to private market investments and alternative asset classes.
  • Analyze current business processes and identify areas for improvement, ensuring alignment with technology solutions.
  • Act as a liaison between business units and IT teams to facilitate the development and implementation of technology solutions, particularly for private market-related modules.
  • Support the implementation of technology solutions that enhance operational efficiency and user experience, specifically for private market and alternative asset class functionalities.
  • Utilize strong analytical and problem-solving skills to trace and analyze data within eFront Invest.
  • Demonstrate strong requirements elicitation skills to capture and document business needs effectively.
  • Exhibit strong collaboration and client communication skills to work effectively with various stakeholders.
  • Leverage exposure to portfolio management, trade execution, data control, operations, and portfolio administration to inform decision-making.
  • Maintain a high-level understanding of data models to support technology implementations and enhancements.
  • Facilitate training sessions and workshops for team members on private market trends, alternative asset classes, and relevant technology platforms.
  • Prepare presentations and reports for senior management and stakeholders.
  • Display good leadership skills to guide team members and facilitate project success.
Requirements:
  • Bachelor's degree in Finance, Business Administration, Information Technology, or a related field; Master's degree preferred.
  • 15+ years of experience as a Techno-Functional Business Analyst in wealth and asset management, with a focus on private markets and alternative asset classes.
  • Strong understanding of private equity, real estate, hedge funds, and other alternative investment strategies.
  • Experience with alternative asset class platforms available in the market (e.g., Investran, eFront, BlackRock Aladdin).
  • Proficiency in data analysis tools and software (e.g., Excel, Tableau, SQL) and familiarity with relevant technology platforms.
  • Excellent communication and interpersonal skills, with the ability to work collaboratively in a team environment.
  • Strong problem-solving skills and attention to detail.
  • Knowledge of regulatory requirements and compliance in the asset management industry is a plus.
Why Join Us:
  • Opportunities to work on transformative projects, cutting-edge technology, and innovative solutions with leading global firms across industry sectors.
  • Continuous investment in employee growth and professional development with a strong focus on up & re-skilling.
  • Competitive compensation and benefits, ESOPs, and international assignments.
  • Supportive environment with healthy work-life balance and a focus on employee well-being.
  • Open culture that values diverse perspectives, encourages transparent communication, and rewards contributions.

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