Investment Professional

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Mumbai seeks an Investment Advisory & Research professional with 3–6 years of experience to deliver customized investment insights, monitor client portfolios, and coordinate with RM teams to grow AUM.

You will prepare high-quality documents for prospects and clients within tight turnover, understand client profiles and asset allocation models, and produce annual reviews and rebalancing reports.

Qualifications

• 3-6 years of Investment Advisory and Research experience
• Proficient in Excel and report writing
• Excellent communication and client-facing skills
• Graduate with 3-6 years of relevant experience or MBA; CFP and/or NISM X A/X B, NISM Series V A, XXI A certifications

Responsibilities

• Portfolio Monitoring and Reviews; preparing data inputs for senior IPs
• Preparing high-quality, customized Investment Insights and documents for prospects/clients within TAT
• Understanding client profiles and asset allocation models; providing customized insights
• Prepare yearly review and rebalancing reports for clients within TAT
• Monitor and track portfolios with RM team and close actions to grow AUM
• Maintain MIS at regular intervals
• Collaborate with Product Team and RM to position new product ideas
• Understand market dynamics and their impact on portfolios
• Build own AUM

Job description

Job Specifications Required:

• Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs
• Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models
• Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile.
• Prepare yearly review & rebalancing reports for clients within TAT
• Continuous monitoring and tracking portfolios of clients with the help of RM's Team and responsible for closing of actions to build fresh AUM
• Maintaining and Analysis of MIS at regular intervals
• Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas.
• Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios
• Building own AUM

Qualifications:

• Investment Advisory and Research experience of minimum 3-6 years
• Needs to be conversant with the working of mutual funds, PMS, AIFs etc - including their taxation, types of schemes, etc
• Updated knowledge about the markets and economic developments
• Excellent report writing and communication skills
• Should be proficient in Excel
• Should have CFP and/or NISM X A and X B - Advisor Level I & II, NISM Series V A - MF Distributors Certification Examination and NISM Series XXI A - PMS Distributors Certification Examination
• Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience
• Well versed with client skills; to be engaged with clients and RMs at larger scale

In case there are any further queries feel free to mail over on [e-mail] or WhatsApp on [phone]