Assistant Manager / Manager

Mumbai, Konkan (IN)
Apr 27, 2021
May 27, 2021
Industry Sector
Asset Management
Employment Type
Full Time

What is the roles objective?

  • Conceptualize and create presentations for a variety of needs like pitching to new institutional clients, explaining our fund positioning, market update PPTs for Portfolio Managers, event specific presentations like budget, sector updates etc.
  • Update & maintain existing presentations, team profiles, annual notes, quarterly notes, attribution reports, board packs etc.
  • Interpret data independently to create portfolio performance commentary and charts.
  • Assist in answering interview questions in media articles, journals, magazines, wealth managers, family offices, IFAs etc.
  • Improve our visibility and brand recall digitally with quality content.
  • Domestic and offshore query handling – attribution, performance, holdings data, macro commentary, ad-hoc commentaries/questionnaires
  • Coordinate institutional client requests for data, DDQ, presentations, reports, factsheets, competitor analysis etc. with relevant teams / external parties for the hedge fund, UCITS and other funds
  • Monthly commentaries and attribution for offshore strategies.
  • Source and build a repository of all relevant materials (slides, reports, data points, performance files) like from MSCI, legal counsel, distribution partners etc.

What skills do you need to possess?

  • Excellent numerical, communication, writing and presentation skills.
  • Proactive attitude and ability to manage multiple tasks simultaneously and to tight deadlines.
  • Ability to develop strong and trusting relationships.
  • Strong level of self-direction, ownership and initiative.
  • Ability to think creatively around marketing messages and materials.

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