Asset & Wealth Management- WIS Quantitative Equity Solutions Client Portfolio Management- Analyst- Bengaluru
Bengaluru, Karnataka, India
INR 1500K-2200K (estimate) Entry-level Full Time
Tasks
- Build cross-functional relationships
- Collaborate with investment teams
- Create client proposals analysis
- Create marketing collateral
- Deliver account performance commentary
- Develop client solutions research projects
- Educate internal external groups
- Learn investment strategies
- Manage due diligence questionnaires
- Prepare client reports
- Provide product expertise
- Support advisors sales clients
- Update marketing materials
Perks/Benefits
Skills/Tech-stack
C# | C++ | Client Reporting | Data Analysis | Due Diligence | Financial markets | Investment strategies | Java | MATLAB | Microsoft Excel | Portfolio Management | PowerPoint | Python | R | Request for Information | Request for Proposal | Tax optimization
Education
Bachelor of Engineering | Bachelor of Science | Master of Science
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