Asset & Wealth Management- WIS Quantitative Equity Solutions Client Portfolio Management- Analyst- Bengaluru
Bengaluru, Karnataka, India
INR 1500K-2200K (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
- Create marketing collateral for sales and marketing
- Develop solutions and materials independently
- Educate internal and external groups
- Learn QES investment strategies
- Manage due diligence questionnaires
- Prepare client reports
- Serve as product expert on QES strategies
- Support advisors and sales with account lifecycle events
- Update marketing materials quarterly
Perks/Benefits
- N/A
Skills/Tech-stack
C++ | Client Reporting | Due Diligence | Excel | Financial markets | Investment Strategy | Java | MATLAB | Marketing collateral | Portfolio Management | PowerPoint | Python | Quantitative Analysis | R | Statistics
Education
N/A
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