Investment Specilaist

• Define Investment strategy and asset allocation basis the prevailing market conditions.
• Up to date with Equity and Debt markets.

• Develop and manage the fund selection models.
• Product Due diligence to understand the qualitative aspects of the products and download it to the sales team.
• Financial Planning and Wealth Protection:
• Financial goal setting and planning and preparing investment proposals for clients.
• Asset allocation and Portfolio construction Strategy Formulation
• Portfolio review and rebalancing as and when required.
• Engaging with the business Directors and Sales Teams and helping in product penetration via research support.

• Knowledge of all the Asset classes Equity Fixed income Structured Products Real Estate Commodities and International Markets.
• Indepth knowledge of Wealth Management products Mutual Funds Portfolio Management Service Providers Alternative Investment Funds Listed Investments & Insurance.
• Knowledge of taxation and tax implications for various investment products.
• Functional understanding of Research and Portfolio Software like Morning Star Invest Well Bloomberg etc.

• Strong analytical and interpretative skills Integrity Ability to establish trust Selfdriven Team Player Team
• Management Networking Ability Ability to work under time pressure and adhere to deadlines.
• Should Lead and Drive the Team toward Organizational Goals.
• Set Portfolio Review Standards on Quality and product recommendations.
• Actively manage desk risk via strong checks on Risk profiling Product selection and portfolio construction

• Strong Analytical Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.
• Ability to read product performances and eye for detailing. Functional and Technical skills to evaluate product and client portfolios and guide the team.
• Review Team portfolio presentation month on month. Train team on new concepts and product ideas
• Work along with the Sales team and other channels to achieve targeted growth. Technical (Software / IT related) Skills:
• Strong Excel workflow and Presentation skills.

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