RB - Affluent Business: Investment Strategy Team

About the role

Title Job Title RB - Affluent Business: Investment Strategy Team Grade VP/AVP/SM/M/AM Department Affluent Business No. of Positions 10 Location CO, Worli Reporting Authority Job Name Head Investment Strategy No. of Direct Reports 3/2/1 Team Size 3/2/1 Job Description The candidate will be an Investment Strategist – Equity or Fixed Income or Alternate Asset Class for the ‘Burgundy Private’ proposition which caters to ultra-high net worth clients of the Bank.

What you'll do

• Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas
• Creating monthly Strategy Deck and other analytical tools & presentations for circulation to internal team
• Providing all requisite support to the team of RMs on equity products & investment proposals
• Responsible for tracking equity product sales for the business channel
• Provide support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement

What you need

• 13–15 yrs of experience
• Research
• Project management
• Capital markets
• Mutual funds
• MIS reporting
• MBA