Qualification: CFA, FRM, CA, MBA
Experience: 5-8 years
Location: Mumbai
Employment: Permanent
Job Description:
About the Role
- Act as the Single Point of Contact (SPOC) for Advisory view on all products (internal and external) – across equities, fixed income, and alternates (including private markets)
- Create and maintain a comprehensive repository of products, along with Kotak Advisory’s view on them
- Work closely with Advisory team leads to formulating views on products and new idea generation
- Keep constantly engaging with the Kotak product team for their views on specific managers and new ideas
- Be able to independently conduct diligence on products/ideas that may be showcased by Advisory clients by competition
- Track the monthly performance of key products with Advisory AUA and flag off product concerns so that corrective action is taken in a timely manner
- Lead fund manager interactions, data analysis, market intelligence, etc. that will help build a stronger product understanding for the Advisory team
- End-to-end ownership of monthly Advisory Investment Committee – shortlisting ideas, conducting diligence, preparing reports, presenting to IC, and launching products
- Drive strategically important projects for Advisory business
Skills Required
- High understanding of asset classes and sub-asset classes within equities, fixed income, and alternates
- Understanding of investment products and asset allocation methodologies
- Sound Understanding of financial markets and keenness to stay updated
- Being up to date with current market trends, fund performances, investment products, and competitive product offerings
- Excellent written and oral communication skills. Should be able to articulate investment strategy to clients and give a supporting rationale
- Comfortable working on Excel and PowerPoint
About the Company
Kotak Mahindra Group had been associated with private equity investments since 1997. In 2005, to bring about a sharper focus to this business, Kotak Investment Advisors Limited was set up as the Group’s Alternate Assets practice with its first structured third-party private equity and real estate funds
Industry: Finance