Senior Associate - Mumbai, India - Talentiser

    Talentiser
    Talentiser Mumbai, India

    2 weeks ago

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    Description

    Hiring for Senior Associate for leading India-focused wealth management and advisory group.

    Location - Mumbai ( South)

    5 Days WFO

    Reporting 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:


    • At 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