Assistant Manager- Investment Research & Wealth Management Profile

Spectral Consultants
  • Noida
  • 10-15 lakh
  • 4-9 years
  • 26 Jun 2015

  • Investments

  • Financial Services/ Capital Markets
Job Description

AM 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 managers 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.
Also provides an evaluation of the investment process used to guide clients currently investing in or considering new or additional commitments to that strategy


Looking out for a candidate with min 4-6 years of relevant experience preferably in wealth/ Asset management or investment advisory business..
Must be open to work in 1-10 PM & 3-12 AM Shifts.
Must have a strong level of understanding and proper usage of investment-related terminology.
Strong working Knowledge in investment management strategies.
Experience in analyzing investment portfolios or researching investment managers located outside of India.
Exposure to research on investment, equity, fixed income and alternative products.
Demonstrated success working with out-of-country professionals.
Varied experience of international markets US, UK
Strong working knowledge of MS Office, third party tools Bloomberg, Morning Star, etc.

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Spectral Consultants