Consultant I- Investment Consulting

Job Information

Job Title

IND Consultant I Investment Consulting

Job Code

118319

Track

Business Unit

RACS

ARL Level (1 – 9)

7.1

Reports to

Assistant Manager

Education

PGDM/MBA from Tier II Colleges and/or PG in finance

Work Experience

3 to 5 years of experience in financial services

Shift Timings

12.30 p.m. to 9.30 p.m.

Scope

Work Description/Role Summary:

• Candidates with 3 to 5 years of experience in financial services either in investment consulting, portfolio management, capital markets, investment banking, corporate banking, equity or fixed income research, financial services consulting (big 4 firms) or risk management.
• Proven track record of working with multiple clients in professional organizations, managing deliverables under fast changing expectations with accurate quality in a metrics environment.
• Significant experience with proven track record of working in highly productive teams, working with multiple clients in professional organizations, managing deliverables under fast changing expectations with accurate quality in a metrics environment.
• Experienced in identifying and implementing the process improvements, standardization and automations impacting larger team deliverables.

Role overview:

• Strong knowledge and hands on experience into Financial Services, Capital Markets or Investment Consulting
• Effective work planning and capacity utilization to help/support other colleagues in the team.
• Multi-task and actively engage in the projects and assignments for the delivery and success.
• Develop good working relations with onshore stakeholders by providing adequate customer service, and proactively work towards the customer expectations.
• Actively work with supervisor and other team members in identifying and implementing the process standardization, simplification and automation opportunities, and act as a mentor/support for the junior team members.
• Detailed peer review of deliverables, schedules and workings to testify the quality of deliverables, and assist in effectively implementing the internal review mechanism and control process.

Skills & Knowledge Requirements:

• Excellent theoretical knowledge and background experience in financial services space, specifically in investment management industry and/or portfolio management.
• Very good understanding of various financial asset classes and their risk return profiles.
• Practical knowledge of MS Office product suites and working knowledge of VBA/Excel Macros.

Mandatory Skills (Behavioral)

• High levels of interest towards pursuing a career in the Investment Consulting space.
• Disciplined and professional approach in delivering results and ability to act as successor for the next role and take up additional responsibilities.
• Possesses excellent project management, organizational and team management skills.
• Ability to deal with independently interact with stakeholders & good articulation skills.
• Good communication and customer service skills with both onshore and offshore stakeholders and exhibits high level of cultural sensitivity.
• Self motivated individual who takes additional team initiatives than required by the role without external motivation.
• Collaborative team player with willingness to participate in wider company or team initiatives.

Mandatory Skills (Specialized)

Good To Have :

Works with:

- Small to large project teams and extensive interaction with internal and/or external clients.