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Sr Analyst Global Equities

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

Work with the Portfolio Management Implementation Team and Client Portfolio Management team to assist with the preparation of portfolio review material for clients and investors. The analyst will develop an understanding of the investment processes associated with a variety of Global Equities portfolios and will be expected to liaise with multiple groups within the organization, therefore strong interpersonal skills are key.Core Responsibilities On-going BAU preparation of weekly investment papers Quarterly creation of CIO papers Responding to ad hoc data requests and reporting needs Preparing monthly reporting for portfolio managers Construction of strategy review packs Assisting with automation of core projects Assisting with a variety of investor based projects Highly motivated, self starter and takes ownership of assignments given Self-motivated, confident and is a team player Excellent attention to detail Strong analytical skills, high aptitude for numbers Strong reporting skills Excellent written and verbal communications skills Strong presentation creating skills and the ability to craft a focused and flowing presentation book Good knowledge of Microsoft suite especially Excel/VBA Knowledge of Morningstar, UBS PAS, Spotfire/QlikView would be an advantage Experience working for an Asset Manager Product knowledge knowledge of equities is a plus
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-6


Banking -General | Equity Analyst | Personal/ Retail Banking | Portfolio/Fund Mgmt
Applying for this job will take you to an external site


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