Manager - Client Analytics - BFSI

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