Fund Advisor/Investment Manager - Retirement Benefits Fund - FinTech

Retirement Benefits Investment Management Role - FinTech

ROLE:

The applicant will be working as an Investment/Fund Advisor/Manager, helping clients including MNCs, Central PSUs, and major Indian Conglomerates in managing their Retirement Benefits funds (Provident Fund, Gratuity Funds & Pension Funds) keeping in mind the specific requirements, the risk profile of the fund, and other applicable regulations. The role requires an understanding of the capital markets (both Equity and Debt markets), macro economy, Bond Market principals, and industry dynamics.

KEY RESPONSIBILITIES :

As part of the Retirement Benefits Investment Management Team, it includes:

- In-depth Understanding of the Investment Management process.

- Tracking Client Portfolio i.e. effective implementation of various strategies aligned with Darashaw's Investment Philosophy, risk management, and portfolio optimization.

- Handling client queries and portfolio review presentations.

- Working on Knowledge enhancement initiatives for clients/teams.

- Ensuring client retention by supervising high-quality service delivery to clients.

KEY SKILLS REQUIRED :

- Understanding of Bond Markets, Issuances in place, movement of the Yield curve, and factors affecting the yield curve, the impact of yield curve on markets, sectors, issuers, and investors.

- Understanding of Investment options/instruments such as Debt Instruments (Government and State Securities, Corporate Bonds, IDFs, etc.), Equity Investments (Equity MFs, ETFs, Direct Equity Shares), Short Term Instruments (Various Money Market Instruments), Asset Backed Securities (REITs, InvITs), Alternative Investment Funds, etc.

- In-depth knowledge and understanding of the investment pattern for retirement funds, various products eligible for investments by retirement Trusts

- Excellent Presentation, communication, and articulation skills to deliver client presentations and drive agendas efficiently and effectively in client meetings.

- Self-driven & strong aptitude to get updated with the latest market developments, financial products, and regulatory changes in Retirement Industry