Posted By
Posted in
Banking & Finance
Job Code
1174920
Work Experience (highlight) :
Work Experience of 12- 15 years. Should have managed and monitored model portfolios in adherence with the strategic framework to deliver outperformance of returns consistently
Core Purpose of the Role :
- Meet regularly with analysts and researchers to discuss the market trends to discuss market development and trends
- Network with Industry experts to maintain current understanding of market trends and industry activities
- Develop investment policies and strategies for the model portfolios based on understanding of client/investor needs, return expectations, investment objectives and market and economic conditions
- Assess portfolio to ensure compliance with regulatory requirements, firm policies and portfolio investment strategies; ensure accuracy of trading transactions and compliance with industry rules and regulations
- Maintain regular contact and ongoing dialogue with clients in order to develop business through contacts and referrals
- Make sales and marketing presentations to current and prospective clients on behalf of the organization in order to attract new customers and maintain and service existing clients
- Ensure outperformance of the portfolio and create niche mind space with our clients
- Liaise and call with Sales team and Channel Partners to increase PMS visibility
- Build strong business relationship with Channel Partners so as to influence the channel partner's decision with allocation
Technical Skills:
- Building financial & valuation Models, Pricing derivatives, futures and swaps, Generating MIS reports, Excel Capital Markets Platforms: Bloomberg, Reuters, Newswire, NDS-OM/PDO, CBLO Dealing, Capitaline, Prowess Modeling with graphical charts, Accessing data from Bloomberg & Reuters directly to MS Excel
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Posted By
Posted in
Banking & Finance
Job Code
1174920