AVP - Investor Relations (Alternate / Discretionary Investments) BFSI

Location: Mumbai
Discipline: Banking & Finance
Job type: Permanent
Contact name: Riyaz Gojree

Contact email: riyaz.gojree@crescendogroup.in
Job ref: 36307
Published: 5 days ago

AVP – Investor Relations (Investment Solutions) BFSI – 5+ Years


Looking for a professional with 5+ years of experience who will support the Investor Relations and Portfolio Specialist teams, and execute on key deliverables and projects across Managed Solutions in Alternate investments / Multi asset investments.If this sounds exciting, apply with us!


Location: Mumbai


Your future employer: A global leader in Investment Banking, Commercial Banking, Asset & Wealth Management with presence in 100+ countries.




  • Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.

  • Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger).

  • Leverage knowledge about our investment’s solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary.

  • Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.

  • Assist in developing and updating presentations and marketing materials for clients and internal meetings.

  • Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time-sensitive ad-hoc analysis and projects.


  • 5+ years of work experience in wealth management, financial services, or a related field.

  • CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space.

  • Good knowledge of and genuine interest in financial markets and investments products.

  • Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF.

  • Team oversight experience is a plus.

 What’s in it for you?

  • A high-performance culture with phenomenal career progression.

  • Market leading remuneration.

  • A stimulating working environment with colleagues from top-tier institutes.

  • Work with the most progressive clients from the Financial services industry.

  • A high-performance culture with phenomenal career progression.


Reach Us:

If you think this role is aligned with your career, kindly write me an email along with your updated CV on riyaz.gojree@crescendogroup.in for a confidential discussion on the role.

Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.