Posted By
Posted in
Banking & Finance
Job Code
1070867
Senior Manager/Group Manager - Performance Reporting - Consulting Firm
- As part of Wealth business, you are responsible for managing team supporting clients team in delivering Investment consulting services to plan sponsors across organizations
- Part of the mid-level leadership team and involve in designing and delivering strategic and operational priorities
- Work closely with senior stakeholders onshore in identifying opportunities for transition and successfully manage projects
- Work closely with offshore team, provide them guidance on complex investment concepts and lead them strategically to delivery high quality service delivery
- Involve in review of complex projects, clients presentation decks and performance evaluation reports of pension plan portfolios
- Review performance report for DB, DC, DS and NFP plans which includes structured discussion on performance results of fund managers and make recommendation on hold/liquidate investment managers
- Review asset allocation and portfolio construction as per client goals and risk appetite
- Review fund managers screening and search reports
- Project management, work allocation, real-time capacity management, peer review, process training and development of team members
- Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects
- Liaison with stakeholders to build relationship for service delivery management
- Prepare and manage KPIs and handle escalations
- Focus on new capability development and branding imperatives
- Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives
- Driving Process Improvement Initiatives and delivering results in line with Business Priorities
Note : Applicants should be flexible working in shifts
We will count on you for :
- Strong understanding in Wealth Management, Investment Management industry and asset classes (equity, fixed income and alternatives)
- Exposure to Investment Consulting services to mid-to-large organization involve in managing investments portfolios
- Advanced knowledge of portfolio construction, restructuring and performance evaluation, primarily for Institutional clients
- Well-versed with macro and micro economic trends and how they affects the Investments industry.
- Strong logical and analytical skills with attention to details
- Strong working knowledge of MS Office, third party tools - Bloomberg, Morning Star, Lipper, etc.
- Excellent written and verbal communication
- Exceptional interpersonal, organizational, business communication, and time management skills
- Demonstrated success working with out-of-country professionals
- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
- Ability to understand the link between data, client needs and its application to the "bigger picture"
- Excellent client management skills
- Leadership Skills with ability to manage diverse teams
- Positive attitude & ability to adapt ever-changing environment
- Good knowledge/experience in project management
- Proficiency in programming languages like VBA, Python, SQL
What you need to have :
- Ability to work in a dynamic environment that requires critical thinking and strong analytical skills
- Proven record of managing large team
- Hands on experience in managing the transition
- Ability to work as part of a team and build strong working relationships with peers
- Substantial experience of Investment Research , depth and breadth of knowledge in processes especially in the areas of Performance Reporting
- Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance
- Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies
- Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint)
- Problem solving skills and attention to detail
- Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date
- Strong verbal and written communication and analytical skills
What makes you stand out :
- Master's Degree in finance ( in addition to accounting, economics or mathematics) or Chartered Financial Analyst (CFA charterholder)
- High attention to detail
- Good relationship skills, Proven ability to work on own initiative as well as in a team
- Ability to multitask and prioritize time effectively
Eligibility : Minimum 9 years of experience in the investment industry
If interested, Please share your resume
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Posted By
Posted in
Banking & Finance
Job Code
1070867