Associate Analyst - Investment Advisory

Summary

Client Name - Global leader in property services

Designation - Analyst Associate -Investment Advisory

Location - Mumbai

Job Code - AC1054

No. of Positions 2

Candidate background

Qualification - Graduate in any discipline with CA, B.Tech/ B.E. with MBA (Specialization in Finance) or CFA.

Years of exp - 1 year +

Job Purpose

- Responsibility for planning and execution of finer details of assignment that best meets the needs of clients

Key areas of responsibility

Project Execution/ Client Servicing:

- Research, share information with team members.

- Manage the team of analysts effectively and ensure project keeps to specified timelines.

- Set priorities and manage time.

- Deliver assignments in keeping with quality standards and time schedules.

- Technical inputs, analysis and provide alternative solutions.

- Prepare presentations, documentation and organize information.

- Keep immediate superior informed of progress.

- Organize logistics of delivery, presentations, proposals, letter of engagements etc.

- Seek information, understand clients, their business, provide timely responses to and enlist timely responses from clients.

- Prepare invoices.

- Demonstrate an eye for detail.

- Excel in financial modeling.

Common Responsibilities

- Manage the delivery of Investment advisory services to the client

- Establish strong networks and profile for DTZ in the local and national property market through exceptional service delivery to the clients

- Provide leadership to the service delivery team through effective work allocation and leveraging resources

- Conduct high-profile bids for new business to achieve strategic business targets

- Recruit, develop and motivate the best team to meet client expectations.

- Ensure that the team adhere to DTZ quality processes and communicate and manage DTZ quality processes throughout the office

- Work closely with the Director for Investment Advisory achieve Business Objectives

- Support the research function and target and initiate research into potential clients.

- Support DTZ initiatives globally and regionally and represent DTZ values around the business.

- Deal with all tasks in a timely fashion.

Scope of Authority

- Can take decisions pertaining to delivery of assignments.

- Needs to consult with seniors on work priorities and on critical issues pertaining to clients servicing.

- Can generate ideas for transactions and deal structuring.

Skill-set required

Skills & Knowledge

- Have a complete understanding of DTZ’s products and services.

- Technical skills to solve the problems of clients.

- Ability to add value in complex analysis.

- Ability to solve the problems to meet the needs of the clients by using a combination of intuition and analysis.

- The ability to grasp and understand the key issues in a case.

- Good communication skills.

- Business writing and presentation skills both oral and written that help to promote clarity and also present persuasive options.

- Knowledge of regulatory and legal environment.

- Ability to understand various industries and businesses.

- High level of computer literacy with specific knowledge of spreadsheets and MS-Office.

- Commercial acumen and market alertness.

Personality Traits

- Possessing a high degree of initiative and drive.

- Demonstrate confidence and poise in dealing with clients.

- Should be a team player by helping in building an environment of cooperation and mutual responsibility.

- Demonstrate abilities to work with different products groups and heads of department.

- Displays a high standard of personal and professional conduct.

Key Performance Indicators

- Functional Plan – Plan vs. Actual

- Timeliness – w.r.t achievement of various KRAs, objectives as agreed

- Targets of – revenue, profitability, fee, margins, P&L, cost, etc.

- Customer (internal and / or external) satisfaction scores/ levels

- Number of Key Accounts, New Accounts, Repeat Business Targets

- Employee/ Subordinate Feedback or Satisfaction scores

- Other relevant measures

Compensation - 8,00,000 to 15,00,000 p.a.

Correspondence - Kindly mail resume to candidate@aquon.com

About AHRC

Aquon HR Consulting provides services in Search & Selection and Employer Branding to its clients.
Our Search & Selection solution helps corporates to more effectively attract, screen, hire and retain the ‘right talent’.

We specialize in mid-senior level engagements in select sectors including Telecom, Media & Entertainment. Manufacturing & FMCG, Investment Banking & PE, Real Estate, International Job Opportunities.