Sr Manager - Investment Consulting - Portfolio Management

Sr Manager-Investment Consulting

MNC Shared Services

# of Positions-5

NCR

BRIEF:

People with recent primary experience in analysis of investment products such as found in wealth management or financial planning firms & not necessarily experience in individual in security analysis.

The work involves analysis of investment products managed by investment management firms. The analysis of the structure, style, and performance of these products as well as the investment philosophy and process of the investment management firm is what matters. Some exposure to individual security analysis in their career or in the CFA program will help them understand better the investment managers process but that is a desirable extra.

We are looking for an investment professional that the Team Leaders will respect and see that they can assist them in making tough investment decisions was well as assist in training the next generation of team leaders

As opposed to report writing more emphasis is on making investment decisions. This role is about making unstructured investment decisions based on incomplete information and then documenting them in a persuasive manner and supervising others doing the same.

Process Brief: The requirement is for Investment Consulting support function. The scope of processes includes quarterly performance report preparation, manager search screening and report, investment policy

Requirement is for Investment Consulting support function.

Scope of Process:

- Quarterly performance report preparation.

- Manager search screening and report.

- Investment policy statement preparation and amendment.

- Asset allocation and portfolio structuring.

The India based consulting support team works closely with the onshore client facing team and helps them in preparing analytical and client materials pertaining to the above work-types. The execution of consulting support functions require strong understanding of asset classes, investment strategies,portfolio construction, performance measurement along with investment acumen and investment judgments making capabilities. These processes also require gaining strong understanding of company's investment consulting approaches, research processes and tools.

Accountabilities:

- A key-aspect of the role is selection,training, and evaluation of the skills of the supervisors and their staffs in making the investment judgments involved with the consulting-support processes they are performing

- Responsible for mentoring and leading a group of frontline managers on client deliverables in an investment research and project based environment

- Own accountability by being able to help the teams troubleshoot issues in projects on both technical and business side

- Prepare deliverables, quality review the same and provide guidance to managers/team members

- Ensure seamless and superior client service delivery with focus on meeting challenging deadlines and SLAs and urgent,unexpected special requests

- Client/Onshore relationship management and enhancement

- Work in liaison with on shore colleagues for driving work flow improvement initiatives within the group,find best practices and process efficiencies, providing suggestions and offering testing/feedback of potential solutions

- Define annual plan for training based on requirements of their teams

- Ensure high quality training of new team members,maintaining and retaining optimum levels of knowledge and output

- Review performance of team against goals and take corrective measures as required

- Create succession plans for D levels

- Define and drive the standard employee measurement factor like KRAs, mentoring an Project SLAs

- Define,delegate and monitor the various employee engagement initiatives for the assigned shop viz;E&R framework,Conduct meetings as per Connect Framework and so on

Note: Applicants should be flexible working in US shifts

Required qualifications and skills

- Experience of analyzing investment portfolios or researching investment managers located outside of India

- Strong level of understanding and proper usage of investment-related terminology in written and verbal communication in English

- Exposure to research on investment, equity, fixed income and alternative products

- Ability to understand the link between data, client needs and its application to the - bigger picture-

- Experience with project management tools and practices

- Strong people management skills and ability to connect and manage onshore stakeholders

- High proficiency in Excel land proficiency in other Microsoft Office applications,with the ability to learn new systems/programs quickly, train others,and understand technology role in the context of the project

- Ability to multi task,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

Education:

- Candidate should be an MBA Finance and pursuing CFA. Certified CFA will be preferred

Eligibility:

7-12 years of overall experience,out of this 3-4-years should be managerial experience in Investment Research, preferably in wealth management or investment advisory business

Please mark subject line as 'Sr Manger-investment Consulting-(Portfolio Management)'