Alternatives Investor Relations Analyst
Year Mumbai, Maharashtra, India
Job Description
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You are a strategic thinker passionate about driving solutions using financial markets knowledge. You have found the right team.
As the Investor Support Professional in our Alternative Investment Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
- Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients like, writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery
- Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
- Preparing and reviewing client communications with a focus on "client lens" and technical accuracy.
- Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
- Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries
Required qualifications, capabilities, and skills
- 1-3 years of work experience in wealth management, financial services, or a related field
- CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space
- Good knowledge of and genuine interest in financial markets and investments products
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
Preferred qualifications, capabilities, and skills
- Excellent communication skills (written & verbal) and relationship management skills
- Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments)
- Project management and follow-through skills and Comfort with organizing and interpreting large amounts of data
- Sensitivity to discretely handle highly confidential and related client/manager information
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Job Detail
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Job IdJD3053206
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear