Investment Advisory
Job Description:
DEPARTMENT: Ideation – Fixed Income
JOB TITLE: Depending Upon Profile: 3-10 years
Qualification : Post Graduate / Masters
REPORTS TO: Head – Ideation / CIO
COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate.
Responsibilities:
- Generate investment ideas and prepare proposals for
- Analyze Fixed Income Mutual Funds, Bonds, AIFs,
- Track PMS Universe, Index Funds Universe, and Bonds
- Conduct periodic macro studies and provide
- Write reports and conduct portfolio
- Support Relationship Managers and provide client
- Accompany RMs for client visits and reviews
- Build relationships with fund managers and stay updated on
- Contribute to monthly MIS
Requirements:
- Strong understanding of Indian and Global Macro
- Proficiency in analyzing investment vehicles and fund
- Excellent communication-oral and written and presentation
- Ability to generate investment ideas and work collaboratively.
- Detail-oriented and analytical
- Knowledge of Fixed Income Mutual Funds, Bonds, AIFs, and
- Familiarity with PMS, Index Funds, and Bonds
- Stay updated on regulatory policies and
Note:
The ideal candidate should possess the aforementioned responsibilities and requirements to excel as an Fixed Income-Based Advisor.
Company Profile
--- is a niche --- client service firm based out in Mumbai catering to wealth solution needs of HNIs, Family Offices, NRIs and Small and Medium enterprises. We are guided by a professional team of leaders with strong domain knowledge and expertise.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.