Senior Manager - Investment

About the role

The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients.

What you'll do

• Responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support…
• Support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients
• Prepare month and quarterly performance report for (Defined Contribution, Defined Benefit and Additional Voluntary Contributions clients)
• Analyze performance of different investment options and overall plan
• Communicate with investment and custodians to gather and/or clarify client specific data for reporting

What you need

• 9–10 yrs of experience
• Capital markets
• Reporting
• Excel
• Wealth management
• Power BI
• Bloomberg
• CFA or B.Com or BBA or MBA or M.Com

Good to have

• CFA
• Accounting
• Six Sigma
• Lean
• PowerPoint
• Employee engagement