Company Profile:
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Job Description:
- The candidate would be required to assist PMs (Portfolio Managers) and PMAs (Portfolio Manager Assistants) with respect to portfolio administration work that spans across Client Presentations, Portfolio Performance, Wealth Planner Reports and Proposals, Manager Blends and Manager Comparisons; and Overlap Analysis among other similar activities.
- The candidate would also be expected to produce adhoc reports as well as perform research based activities across equities and fixed income on a need basis. Working familiarity with tools like Bloomberg, Factset and Reuters Knowledge would be an advantage.
- Other responsibilities would involve need based interaction with our onshore business partners ? PMs / PMAs, Investment Strategists, Performance Analysts or Line of Business.
- Ensure to adhere to predefined parameters in terms of quality and timeliness of work and exceed
- Expected to actively participate in key process improvement/operational initiatives.
Required skills :
- Should possess a sound understanding of Capital Markets and Investment Management.
- Conversant with Data tools like Bloomberg, Fact set, Reuters Knowledge
Mandatory Skills :
- Knowledge of Wealth & Portfolio Management.
- Good verbal and written communication skills