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.
Responsible for mentoring and leading a group of front line managers on client deliverables in an investment research and project based environment.
Help the teams troubleshoot issues in projects on both technical and business side. Prepare deliverables, quality review the same and provide guidance to managers/team members
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
Define annual plan for training and ensure high quality training.
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 9-10 Years of relevant experience, out of this 4-5 years should be managerial experience in Investment Research, preferably in wealth management or investment advisory business.
Should be flexible to work in US shifts
Experience of analyzing investment portfolios or researching investment managers located outside of India
Strong level of understanding and proper usage of investment-related terminology.
Exposure to research on investment, equity, fixed income and alternative products.
Ability to understand the link between data, client needs and its application to the bigger picture.
Experience with project management tools and practices
Strong people management skills and ability to connect and manage onshore stakeholders
High proficiency in Excel and proficiency in other Microsoft Office applications.