Karvy - Debt Analyst

- Develop proficiency in all the products of Karvy Capital across Operations, Research and Investment Management

- Optimal portfolio allocation in client accounts ensuring diversification and return maximization

- Treasury functions related to the fund such as managing overall liquidity position depending on cash flow requirement of the fund

- Periodic monitoring of clients portfolios to identify deviations from target asset allocation strategy

- Calculations of periodic payouts to be made to clients

- Assistance to wealth managers, client servicing team and compliance team on queries

- Develop expertise to step into an investment management function

- Outlining communications to various stakeholders like wealth managers, existing and potential clients, internal departments, etc. on a regular basis.

- Preparing return calculations and on a monthly purpose for the purpose of SEBI reporting and preparation of Factsheet.

- Overseeing the work of the Fund Accounting Team and providing sign off for End-of-day processing in the Fund Accounting system

- Ensuring operational efficiency and accuracy of portfolio management system