Strategic Investment Leader

1 week ago

Amrāvati, Maharashtra, India beBeeInvestmentConsultant Full time US$ 1,75,000 - US$ 2,25,000
Job Opportunity

We are seeking a highly motivated and experienced individual to join our organization. As a Senior Manager - Investment Consulting, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making process.

Key Responsibilities:
  • Developing asset allocation strategies for institutional clients based on their investment policy statements while incorporating strategic views of the organization.
  • Preparing portfolio evaluation reports detailing market performance, investment results, style exposures and recommendations for portfolio rebalancing.
  • Preparing quarterly manager commentaries by assessing the performance of fund/investment strategies and linking it with market/economic developments and the investment process of asset managers.
  • Making recommendations to clients basis the manager search and selection for various investment strategies which involves assessment of strategies on various factors such as investment team, investment process, risk management, factor/style exposures and fees.
  • Reviewing and amending investment policy statements.
  • Authoring research papers on macro/micro economic environment and investment industry trends.
  • Providing research support on client requests including ESG, Style Analysis, Asset Class Trends.
  • Leading end-to-end operations and ensuring seamless delivery of reports/projects.
  • Project management, work allocation, real-time capacity management, peer review, training and development of team members.
  • Liaising with stakeholders to build relationship for service delivery management.
  • Providing direction to the team for all strategic projects.
  • Preparing and managing KPIs and handling escalations.
  • Participating in defining strategic priorities for the business.
  • Focusing on new capability development and branding imperatives.
  • Leading people engagement, knowledge development initiatives for the team, and ensuring adherence to compliance policy and organizational imperatives.
  • Driving Process Improvement Initiatives and delivering results in line with Business Priorities.
Requirements:
  • Bachelor's or master's degree in finance or economics with demonstrated academic achievement.
  • Prior experience in asset management or financial services preferably across multiple asset classes and investment disciplines; at least 8 years in the financial services industry.
  • Understanding of wealth management, investment management industry and asset classes (equity, fixed income, and alternatives).
  • Able to understand link between data, client needs and its application to bigger picture.
  • Organizational and project management skills, including ability to manage multiple stakeholders.
  • Excellent written and verbal communication skills, capable of influencing diverse audiences.
  • High level of self-motivation, ownership, initiative, and exceptional attention to detail.
  • Exceptional interpersonal, organizational, business communication, and time management skills.
  • Leadership skills with ability to manage diverse teams.
  • Strong logical and analytical skills with attention to details.
  • Demonstrated high level of self-motivation, ownership, and initiative.
  • Working knowledge of MS Office and third-party tools.
  • Progress towards professional certification such as CFA, CAIA, CIPM.
What makes you stand out?
  • Domain expertise relevant to wealth management/investment advisory/consulting.
  • Willingness to learn and strong team player with collaborative approach.
  • Effective team management skills.
  • Good analytical skills.

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