AVP – Investor Relations (Investment Solutions) BFSI – 5+ Years
Location: Mumbai
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!
Your future employer: A global leader in Investment Banking, Commercial Banking, Asset & Wealth Management with presence in 100+ countries.
Responsibilities:
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.
Requirements:
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 specializes in Senior to C-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.
Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.
Profile Keywords - Crescendo Global, Investor Relations, Investment Solutions, BFSI, Jobs in Mumbai