Senior Associate, Business Advisory Services

Year    Mumbai, Maharashtra, India

Job Description


Over the last 20 years, Ares\xe2\x80\x99 success has been driven by our people and our culture. Today, our team is guided by our core values \xe2\x80\x93 Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy \xe2\x80\x93 and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.PRIMARY FUNCTIONS AND ESSENTIAL RESPONSIBILITIESThe Senior Associate will assist in building client materials and various prospects/marketing materials, updating market and fund specific data within existing materials on a monthly, quarterly or ad hoc basis. The Associate will also be responsible for tailoring materials to reflect market environment to meet needs of various users.

  • Interface and develop strong working relationships with all internal subject matter experts of the Firm (portfolio management, business development, operations, legal, compliance and human resources)
  • Build and \xe2\x80\x9cown\xe2\x80\x9d client materials and various prospect/marketing materials, updating market and fund specific data within existing materials on a quarterly or ad-hoc basis
  • Produce quarterly portfolio reports and letters for investors, working with Finance and Portfolio Management teams to collate relevant data.
  • Drive process for creating responses to investor questionnaires, due diligence, and ad-hoc requests for existing and potential clients.
  • Maintain quantitative and qualitative key metrics on competitors.
  • Help to identify areas of risk and pro\xe2\x80\x90actively propose innovative business solutions required to increase the efficiency of information flow and communication channels between different areas of the business.
  • Take on ad-hoc projects and support all other teammates with their work as needed.
  • Build and edit marketing investor materials for co\xe2\x80\x90investment and funds.
  • Crafting & updating deal one pager and case studies
  • Creating deal capital call notice and deal tear sheets and deal slides
  • Handling and updating deal pipeline information
  • Other ad-hoc or periodical projects as per requirement
QUALIFICATIONSEducation:
  • CFA or Bachelor\'s or Master\xe2\x80\x99s degree in business, finance, or another pre-professional field, or a discipline with exposure to accounting or corporate finance.
Experience Required:
  • 3\xe2\x80\x935/6-8 years of experience
  • Working in an investor relations or product specialist role
General Requirements:
  • Detail oriented
  • Experience with asset management systems or other relational databases
  • Experience at a regional, national, or global financial services firm
  • Self-starter, outstanding communication, and organizational skills.
  • Ability to work independently as well as with \xe2\x80\x9cthe team\xe2\x80\x9d
  • Excellent oral and written communication skills and digital literacy
Reporting Relationships ControllerThere is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Ares Wealth Management Solutions

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Job Detail

  • Job Id
    JD3451664
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year