Assistant Manager/Deputy Manager - Investment Consulting - Insurance & Reinsurance

Client : Global organization in the business of Insurance & Reinsurance

Location : Powai - Mumbai

Timing : 12:30 PM 9:30 PM (centralized pick up and drop available)

Job Description :

- Take charge of the imminent delivery workflow coming in to IC

- Driving new business initiatives that are combination of research and delivery specs as known at the moment

- Stakeholder management

- Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment

- Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.

- Liaising with wider operational, portfolio management and consulting teams, including management of projects as they arise.

- Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.

- Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects

- Production of bespoke and ad-hoc investment reports.

- Assisting in the implementation of changes to investment strategy arrangements as decided by our clients

- Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks

- Prepare a Client Audit Request response and a typical Client Valuation Request response

- Prepare valuation reports basis the cash flow information for the clients investment portfolio

- Contribute to other investment consulting support activities as assigned

- Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines

- Where appropriate, propose updates and improvements to current processes

- Contribute to other group projects as assigned

- Contribute and participate in knowledge development initiatives

- Coaching and guidance to the junior and new team members

- Attend queries, concerns, suggestions from stakeholders

Requirement :

- Adept in undertaking and articulating investment research and insights

- Ability to understand and interpret large amounts of fund performance indicators

- Comfortable in using Microsoft Word, Excel and PowerPoint