Mumbai, Maharashtra, India
13 hours ago
Multi Asset Solutions Investment Specialist Associate

You are a strategic thinker passionate about driving solutions in Multi-Asset Solutions. You have found the right team 

As an Investment Specialist professional within our Asset Management Multi-Asset Solutions team, you will grow the business through new clients, expand existing relationships, deliver new products, retain current assets, and maintain a strong client communication frame work.You will analyze portfolios and performance, prepare tailored strategy and client presentations, and deliver data-driven updates and commentary. You will maintain strong client communications, coordinate with Sales, Consultants, and RFP teams, ensure guideline adherence, and troubleshoot reporting to support and grow relationships.

Job Responsibilities Prepare strategy presentations covering performance, market value, analytics, characteristics, and holdings.Prepare customized client presentations for Investment Specialist review meetings.Analyze portfolio positioning, analytics, and performance results.Produce client performance reports and investment review materials; draft commentary on performance drivers.Develop additional client communications and updates.Monitor portfolio guidelines and ensure adherence across internally and externally managed accounts.Coordinate with Sales, Consultant, and RFP teams to meet information and documentation needs.Maintain a strong communication framework delivering detailed, regular client insights.Support existing client relationships and pursue prospective opportunities.Deliver regular client updates via pitchbooks and data-led reports while building product knowledge.Handle ad hoc stakeholder queries, establish new reporting requirements, and troubleshoot data and reporting issues.Required qualifications, capabilities and skillsAt least 4 years’ experience in Asset Management and Investment Banking support.Excellent written and verbal communication skills.Strong analytical and quantitative abilities, including data analysis and understanding data flows.High attention to detail and data accuracy; strong organization and time management; ability to multi-task.Proficiency in Microsoft Excel, Word, and PowerPoint.Proactive, positive, and quick to learn new concepts and procedures.Self-starter, solution-oriented; able to work independently and as a team player.Comfortable working in a fast-paced environment across multiple time zones.Solid understanding of capital markets; familiarity with asset management.Keen interest in current market trends and dynamics.Preferred qualifications, capabilities and skills Understanding of multi-asset solutions business.CFA, FRM, or CAIA candidacy is an advantageStrong automation skills; coding experience is a plus.
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