AM/ Manager- Wealth Management and Fund Research

Spectral Consultants
  • Noida
  • 10-15 lakh
  • 4-8 years
  • 24 Apr 2015

  • Investments

  • KPO/ Analytics
Job Description

Job Description

will be a part of Investment Consulting support Function.
Responsible for producing quarterly Manager Commentaries providing a structured discussion of the performance results for the previous quarter, and any other factors which impacted performance during the quarter
Preparing portfolio performance report that includes evaluation of performance of individual investments and asset classes, comparing the same with benchmark and peer group and making recommendations on individual investments/managers
Making asset allocation and portfolio construction.
Screening and selecting investment manager(s) based on client investment style, goals and risk appetite
Producing an initial Research View , and semi-annual updates to it, which provides description of the investment process, methods used for developing investment ideas, the process used to incorporate those ideas into investment portfolios, as well as risk management techniques.
In-depth Fund Research and assist in Asset Allocation.
Also provides an evaluation of the investment process used to guide clients currently investing in or considering new or additional commitments to that strategy.

Desired Profile Desired Profile

Looking out for a candidate with min 4-8 years of relevant experience in Wealth/ Asset Management, Asset Allocation and Fund Research.
Flexible to work in 1-10 PM shift
Should have a team handling experience.
Must have a strong level of understanding and proper usage of investment-related terminology.
Good working knowledge of both Qualitative and Quantitative research including writing manager commentaries, preparation & analysis of pitch books and writing the content reports.
Strong working Knowledge in investment management strategies (equity, fixed income and alternatives).
Experience in analyzing investment portfolios or researching investment managers located outside of India.
Demonstrated success working with out-of-country professionals.
Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
Ability to understand the link between data, client needs and its application to the bigger
Varied experience of international markets US, UK
Excellent business English, both written and verbal.
Strong working knowledge of MS Office, third party tools Bloomberg, Morning Star, etc.

Job Posted By

About Organisation

Spectral Consultants