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Job Overview

Category

CFA, MBA, MCOM/BCOM

Job Role

Finance - Other

Gender preferred

No Preferences

Functional Area

Career Level

Qualified Professional - Experienced

Work preferred

Work from Office

Experience

Min Experience

0 Years

Max Experience

2 Years

Qualification

Graduation

B.Com

Post Graduation

CFA, MBA/PGDM, FRM

Description

Responsibilities:-

  • Manage client inquiries on portfolio related matters. Follow through on issues with relevant internal teams
  • Produce and quality control the Green Package for all internal and external clients.
  • Maintain data and analytics reported in the Green Package and other Aladdin tools. Coordinate with internal and external teams to ensure data quality
  • Subject matter experts for all content (Risk/Returns) that are reported within the Green Package.
  • Continuously streamline and automate the Green Package process through production and engineering improvement
  • Understand client objectives, trading strategies and market events to effectively respond to client requests by monitoring daily trading activity
  • Follow the Global markets on a daily basis to understand how macro-economic factors affect the portfolios’ risks and investment decisions.

Qualifications:-

  • Post Graduate – MBA (Finance) fresher or B.Com (with 1-2 yrs’ relevant experience)
  • Added advantage CFA level 1 or 2 /FRM level 1
  • Knowledge of SQL, UNIX, Python, VBA, PERL will be an added advantage.

Skills

MBA (Finance)B.ComCFA FRMSQLPythonVBAUNIXCapital MarketsBusiness AnalysisRecord To Report

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