Qualification: CFA, CA, MBA, FRM
Experience: 5-8 years
Location: Mumbai
Employement: Permanent
Job Description:
About the Role
- Manage the financial planning and investment advisory process for HNI, UHNI, and Family Office clients
- Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, n predefined frequency – asset allocation, performance benchmarking, portfolio deviation
- Ensuring portfolios are aligned to the investment policy/risk profiles to capitalize on prevailing opportunities without compromising on investment objectives
- Monitor portfolio Investment Policy Statement (IPS) and report deviations
- Focus on portfolio performance leading to an increase in AUM and wallet share with the client
- Regular client interaction
- Assist team in strategically important projects for the Advisory business
Skills Required
- High understanding of investment ideas across equities, fixed income, and alternates from a client suitability standpoint
- 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