Client Portfolio Management Analyst - BFS

The Client Portfolio Management team is responsible for client engagement, new product development, business strategy and planning, client communications and the ongoing development of marketing materials. Moreover, team members are responsible for communicating the investment process to potential clients, interpreting portfolio performance and analytics for existing clients, and serving as the bridge between our investment and research process with clients both internal and external.

In Bengaluru, an Analyst or Senior Analyst on the Client Portfolio Management team is responsible for the client communication strategy, including positioning of products. All team members are expected to stay fully engaged with the ongoing research and trading developments of the business in order to more effectively communicate to internal clients and to enhance client deliverables such as client portfolio reviews. The individual would be integral in the prioritization of a focused sales strategy and marketing campaigns for both new and existing products globally.

1. Asset Management

2. Portfolio Analysis

3. Performance Analytics

4. Asset Allocation

5. Portfolio Perfoamnce

6. Asset allocation

7. Investment Products-Mutual Funds, Hedge Funds, Analytics(Equity, Fixed Income, Structured products, etc)

Basic Qualifications:

- Relevant professional qualifications.

- Excellent verbal, presentation and written communication skills

- Quantitative orientation; finance and statistics knowledge

- Detail orientation, organizational skills, initiative, motivation and a strong work ethic

- Data analysis skills

- Integrity and the ability to thrive in a team environment

- Strong PowerPoint and Excel skills

- Strong interest in the financial markets and good investment sense/commercial instinct

- Some programming experience would be ideal

- Ability to work in a fast-paced environment and think clearly under pressure

- Intelligence, creativity and problem-solving skills