
Products & Research
1 week ago
About Our Client
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office.
It is a holistic Wealth Management platform founded by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. We specialize in Wealth Management, Mutual Funds, Primary and Secondary Debt, Real Estate, Market Linked Debentures, Alternate Investment Funds, Tax Advisory, Estate Planning, Offshore Products, Unlisted Securities, Portfolio Management Services, Investment Advisory and Family Office.
Job Description
Roles and Responsibilities:
- Institutionalizing the Advisory framework - identifying global macro trends and impact thereof on financial markets and client portfolios.
- Assimilate and disseminate house views on economy, markets, and investment products to the team. Work closely with the investment committee.
- Conducting in-depth diligence across the entire spectrum of investment products.
- Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
- Preparing Pitch books/periodical review presentations for new/existing clients.
- Work closely with product manufacturers globally to ensure best in class product availability for our clients.
- Interact with various stakeholders and part of the core team, at a group level.
Functional/Behavioral Skills
- Ability to operate with minimal direct supervision.
- Lucid and succinct communication – Internal and external.
- Follows a visionary style of leadership with ability to innovate and curate ideas from start to finish.
Role Requirement
- 6-12 years of experience in the Wealth management/Asset management/Research Macro Analysis domain.
- CA/CFA Charter holder/MBA from a reputed Institute / University.
Skills: investment products,pitch books,product,research,wealth management,asset management,stakeholder management
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