INTERVIEW FOR MBA/PGDM 2013-15 (FINANCE)
POST : SENIOR ASSOCIATE
Salary : Rs. 3 Lac (Fixed) + 20% variable incentives (total 3.60 lac p.a for fresher)
Rs. 3.60 lac(fixed) + 20% variable incentives (total 3.90 lac p.a for
experienced).
Qualification : MBA (Finance)
• In-depth knowledge of Mutual funds, Portfolio Management, Equity and Fixed Income markets
• Proficient in MS Office (Prior experience in PowerPoint & Excel preferred)
• Analytical mindset
• Good communication skills
• Problem solving capabilities
• Ability to work independently
• Attention to minute details
• Experience of 1 year (any experience may also be considered)
Job Profile / Responsibilities
I. Client Investment Reviews
• Support US-based portfolio managers (PMs) to design Client Investment Reviews (CIRs), which are customized investment strategy PDF reports, which the PMs use to discuss the individual clients’ portfolios
o These reports discuss the portfolio’s performance, current market position of the holdings and the overall economic scenario
• Help design and deliver highly customized reports which are used by PMs to provide professional investment management services to pitch to prospective clients
• Support in converting client provided account holdings statements to a desired holdings format in the client’s Wealth Management Platform
• Understand client requirements and discuss these with the Analyst / Senior Analyst
• Will be responsible for achieving quality as per the Quality Check list to ensure accuracy, consistency and timeliness on work performed
• Ability to work under time pressure and juggle priorities/ multi-task in quick work turnaround situations
• Should have a strong problem solving approach and should be ready to go the extra mile to meet challenging situations such as inability to find relevant information
• Ability to meet productivity goals and to estimate workload and turnaround
• Positive attitude with a strong focus on delivering client ready deliverables
II. Reg 9 Investment Reviews
• Execute the Reg 9 reviews: The associate partners with the Client Advisor, Trust Advisor, and Investment Specialist (collectively “Advisors”) to manage the financial and reputation risk associated with the fiduciary investment management process
• Document Creation: Creating the mandatory documents along with any other ad-hoc documents required as per the policies and procedures of the bank
• Responsible for completing the daily workflow, assigned requests with high accuracy standards
• Come up with the process improvement initiatives and help in implementing them with the help of Quality Analyst / Supervisor
• Responsible for regular interaction with concerned ST members for any issues / questions that may arise
Capabilities:
• Analytical mindset
• Good communication skills
• Problem solving capabilities
• Ability to work independently
• Attention to minute details
VENUE : GGSIP Univerity campus, Sec 16, Dwarka
Date : will be intimate later
Interested Students need to give their names at placement cell, through mail or at FB (MERIANS) before 27 Jan, 2015 by 2pm.
Aseem Makheeja
Dean, Corporate Relations
