Senior Associate - Mumbai, India - Talentiser

    Talentiser
    Talentiser Mumbai, India

    1 week ago

    Default job background
    Description
    Hiring for Senior Associate for leading India-focused wealth management and advisory group.

    Location - Mumbai ( South)5 Days WFOReporting to Directors

    Job Overview :

    We are looking for a smart and dedicated team member for the position of senior associate to expand our institutional and family offices/UHNIs investor relationships across the world.

    The focus would be towards alternative investments across Private Equity, Venture Capital, Private Credit and Hedge Funds etc in domestic & offshore markets.

    This role presents an excellent opportunity to get exposure to different types of investors and gain a wealth of knowledge about alternative asset classes.


    Responsibilities and Duties:

    • Building and managing relationships with some of the largest fund managers, institutional investors, family offices & UHNIs, across the globe.
    • Create PowerPoint presentations showing the track record of an investment portfolio, using charts and comparisons to an appropriate benchmark and other information along with competitor profiling.
    • Collecting & co-ordinating portfolio information & data to facilitate the due diligence process.
    • Analysis of different products across asset classes.
    • Assist in the creation of materials for investment presentations. Monitor investment performance across asset classes, geographies and managers.
    • Engage in multi-asset class research and contribute to thought-leadership articles.

    Qualifications:

    • Post-graduate with a commerce background or, CA/CFA/CAIA/MBA from a reputable institution.

    Skills, Experience and Competencies:

    • A t least 3 years of experience in Investment banking/Private banking/ Wealth Management.
    • Knowledge of alternative investment products like Venture Capital, Private equity, Hedge funds etc
    & excellent presentation skills (oral and written).

    • Rigorous attention to detail and a practitioner's approach to investment-problem solving.
    • Microsoft office skills and an aptitude for technology