Asset & Wealth Management- WIS Quantitative Equity Solutions Client Portfolio Management- Associate-Bengaluru
Bengaluru, Karnataka, India
INR 1300K-2000K (estimate) Entry-level Full Time
Tasks
- Collaborate with portfolio managers, strategists, and engineers
- Coordinate with compliance legal controllers and operations
- Create client proposals and analysis
- Develop marketing collateral and delivery plans
- Develop solutions materials research and projects independently
- Educate internal and external groups on products
- Learn investment strategies and portfolio management approach
- Manage due diligence questionnaires and RFPs
- Prepare account performance commentary
- Prepare client reports
- Serve as product expert for investment strategies
- Support advisors salespeople and clients with account events
- Update marketing materials quarterly
Perks/Benefits
- N/A
Skills/Tech-stack
C plus plus | C# | Computer Programming | Due Diligence | Excel | Financial markets | Investment strategies | Java | MATLAB | Mathematics | Portfolio Management | PowerPoint | Python | Quantitative Techniques | R | Request for Proposal | Statistics
Education
N/A
Roles
Associate | Client Portfolio Manager | Manager | Portfolio Manager
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