Roles & Responsibilities

Job Scope:

• Meeting in-house consultants to market and promote various investment solutions
• Build relationships with and attend meetings with product providers
• Maintaining various in-house fact sheets and reports
• Performs periodic in-house portfolio rebalancing
• Update and upkeep data in our in-house software
• Prepare reports meant for investment committee meeting
• Take meeting notes as and when required
• Other tasks assigned by the Director

Experience:

• Minimum 2-years with a Fund House, investment platforms, banks and FA firms doing investment related functions.
• Familiar and comfortable using AI tools (e.g. Gemini, Claude etc)
• Comfortable with Microsoft spreadsheet doing simple modelling and PowerPoint presentation.