Investment Professional

Roles & Responsibilities: Investment Professional (Advisory) · Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs · Preparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand Client profile and Asset Allocation models · Understand various investments options and providing customized Insights based on client/ prospects, suitability and risk profile. · Prepare yearly review & rebalancing reports for clients within TAT · Continuous monitoring and tracking portfolios of clients with the help of RM’s Team and responsible for closing of actions to build fresh AUM · Maintaining and Analysis of MIS at regular intervals · Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas. · Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios · Building own AUM

Job Specifications Required:

Qualifications: · Investment Advisory and Research experience of minimum 3-6 years · Needs to be conversant with the working of mutual funds, PMS, AIFs etc – including their taxation, types of schemes, etc · Updated knowledge about the markets and economic developments · Excellent report writing and communication skills · Should be proficient in Excel · Should have CFP and/or NISM X A and X B – Advisor Level I & II, NISM Series V A – MF Distributors Certification Examination and NISM Series XXI A – PMS Distributors Certification Examination · Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience · Well versed with client skills; to be engaged with clients and RMs at larger scale

In case there are any further queries feel free to mail over on adityaanerao@rathi.com or WhatsApp on +919819864010