Portfolio Analyst / Investor Relations.

Bangalore City
Aug 06, 2019
Oct 05, 2019
Industry Sector
Asset Management
Passed CFA Level II
Employment Type
Full Time

Unifi Capital is SEBI registered Portfolio Manager Service (PMS) and Category III AIF, with an AUM is Rs.4300 crore. We are headquartered in Chennai, with offices in Bangalore, Mumbai, Delhi, Hyderabad & Kolkata. Please refer www.unificap.com for more information.

Role Title:  Portfolio Analyst / Investor Relations.

Location: Bangalore.

Job Description:

-Conduct periodic portfolio review with HNI investors. You will receive inputs from the Fund Management team, understand the portfolio companies and investment strategies in great detail and will be enabled to actively engage with the Investor.

-Provide periodic portfolio update to Channel Partners – both Institutional and Independent Consultants on the portfolio performance and underlying portfolio companies.

-You will interact with key support Functions including Operations, Compliance, Front office, Finance and gather associated information to support the Investor Engagement.

-Support the Executive Director in managing ad-hoc Investor requests. You will report to the Executive Director.

Qualification & Attributes :

- MBA, CA or CFA (cleared level 2.) Absolutely essential to have a strong passion in listed Indian equity  markets. Excellent Communication & Presentation Skills – written and spoken.
- Strong analytical skills
-  Builds strong relationships with counterpart resources
- Must be able to take own initiative, be flexible and a self-starter.
- Location: Candidates from Bangalore would be preferred. Experience : 2 to 7 years.