Description:
Job Specification:
- Responsible for managing and overseeing a diverse portfolio viz. Equities, Fixed Income, Private Equity, and Forex.
- Ensuring alignment with the desired asset allocation policy and current economic conditions. Propose and agree the asset allocation and the annual return targets with the management.
- Provide regular updates and reports on portfolio performance and market insights.
- Identify investment ideas / global themes across asset classes. Analyze and evaluate investment opportunities, producing clear investment recommendations.
- Track market trends across equity, alternatives, and credit markets worldwide and advise
- the team on sector/country allocation for all products in line with asset allocation strategy
- Stay up to date with financial market developments, consider the implications of these market movements
- Closely track the performance of trade recommendations issued to the investment team to ensure proactive management of the same.
- Managing and monitoring end to end Family Office Banking relationships
- Taking complete responsibility on financial reporting and communication to shareholders on aperiodic basis.
Required Skills:
The ideal candidate will have the following:
- A bachelor’s degree in business/ finance / economics from a reputed university
- Having master’s degree or/and MBA and/or CFA/CA is a preferred
- Knowledge of US/Indian markets preferred
- Experience of at least 5+ years in investment management with a Family Office/Asset
- Manager/Investment Consulting/Wealth Manager.
- Understanding of asset classes Equity, Debt, Alternates, Real Estate, Forex
- Understanding of Products and instruments like stocks, bonds, funds, Structured Products,
- Private Equity, and Real Estate
- Should have handled multi-asset portfolios
- Skills to use Bloomberg/Reuters
- Proficiency in Excel, Word, PowerPoint