Role Requirements:
- Prior work experience in Financial Services: Minimum 1-3 Years
- Familiarity with Financial Products (specifically Mutual Funds)
Core Accountabilities:
- Consolidating, analysing and reviewing existing and prospective clients' portfolios
- Computing and tracking portfolio-level and instrument-level performance
- Conducting in-depth risk analysis and due diligence of clients' investments
- Understanding the features and reviewing the performance of various financial instruments
- Restructuring portfolios based on risk profile, specific requirements and market outlook
- Creating PowerPoint presentations of client portfolios and recommendations
- Preparing Client Portfolio MIS and Management MIS in excel
- Interacting with clients to understand and resolve queries
- Building holistic knowledge of clients assets, profile and psychographics
- Liaising with clients' legal, accounts and tax advisors
- Performing various financial calculations and simulations
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