Mumbai, Maharashtra, India
4 days ago
Fixed Income Investment Specialist Support –Associate

You are a strategic thinker passionate about driving solutions in “Investments”. You have found the right team

As an Investment Specialist within our dynamic team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for the overall portfolio, strategy design, reporting, and communications with the client.

 

Job Responsibilities

Prepare Strategy presentations comprising of performance & Market value , analytics and characteristics of the portfolio and details on Holdings in the portfolio Prepare customized Client presentations for IS’s review meetings. Analyze portfolios including positioning, analytics, and performance results. Assist with the preparation of client performance reports and investment review materials for new and existing clients, and provide commentaries on performance drivers. Assist in the preparation of any other communication. Monitor guidelines and adherence for internal/external managed portfolios. Coordinate with Sales, Consultants, and RFP teams to cater to their requirements. Fulfill any other requirement of the IS

 

Required qualifications, capabilities and skills 

Minimum 3 years of experience in financial markets Understanding of Fixed Income and the asset management business Proficient in python use including previous coding experience  Strong quantitative and analytical skills (including data analysis and ability to understand data flows) Proficient in MS Office  (Excel, Word, PowerPoint)  Proactive, positive approach. Able to grasp/learn concepts and procedures quickly Good Verbal and Written Communication skills Time management skills & ability to multi-task Delivery focus and detail-orientation with strong commitment to accuracy Self-starter and ability to work both independently and as a team player

Preferred qualifications, capabilities and skills

CFA/FRM candidature would be an added advantage 
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