Investment Professional

Roles & Responsibilities:

Investment Professional (Advisory)

Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs

Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models

Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile.

Prepare yearly review & rebalancing reports for clients within TAT

Continuous monitoring and tracking portfolios of clients with the help of RMs Team and responsible for closing of actions to build fresh AUM

Maintaining and Analysis of MIS at regular intervals

Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.

Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios

Building own AUM

Job Specifications Required:

Qualifications:

Investment Advisory and Research experience of minimum 3-6 years

Needs to be conversant with the working of mutual funds, PMS, AIFs etc including their taxation, types of schemes, etc

Updated knowledge about the markets and economic developments

Excellent report writing and communication skills

Should be proficient in Excel

Should have CFP and/or NISM X A and X B Advisor Level I & II, NISM Series V A MF Distributors Certification Examination and NISM Series XXI A PMS Distributors Certification Examination

Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience

Well versed with client skills; to be engaged with clients and RMs at larger scale

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