Responsible for selection, training, and evaluation of the skills of the supervisors and their staffs in making the investment judgments involved with the consulting-support processes they are performing.
Produce quarterly manager commentary by assessing the performance of fund/investment strategies .
Asset allocation and portfolio construction as per client goals and risk appetite
Prepare and amend investment policy statements.
Fund managers screening and preparation of search report.
Project management, work allocation , peer review, process training and development of team members
Responsible for mentoring and leading a group of front line managers on client deliverables in an investment research and project based environment.
Client/Onshore relationship management and enhancement
Liaisoning with onshore colleagues for driving workflow improvement initiatives within the group, find best practices and process efficiencies, providing suggestions and offering testing/feedback of potential solutions
Review performance of team against goals and take corrective measures as required
Create succession plans and define, delegate and monitor the various employee engagement initiatives for the assigned shop.
Desired Profile Desired Profile
Looking out for suitable candidate having 10-15 Years of relevant experience in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)
Should be flexible to work in 1-10 PM shifts
Experience of analyzing investment portfolios or researching investment managers located outside of India
Strong logical and analytical skills with attention to details
Exceptional interpersonal, organizational, business communication, and time management skills.
Strong level of understanding and proper usage of investment-related terminology.
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 picture.
Excellent client management and leadership Skills with ability to manage diverse teams
High proficiency in Excel and proficiency in other Microsoft Office applications.