Investor Relations_Financial Services

Job Overview: We are looking for a smart and dedicated team member for the position of senior
associate to expand our institutional and family offices/UHNIs investor relationships across the
world. The focus would be towards alternative investments across Private Equity, Venture Capital,
Private Credit and Hedge Funds etc in domestic & offshore markets. This role presents an excellent
opportunity to get exposure to different types of investors and gain a wealth of knowledge about
alternative asset classes.
Responsibilities and Duties:
• Building and managing relationships with some of the largest fund managers, institutional
investors, family offices & UHNIs, across the globe.
• Create PowerPoint presentations showing the track record of an investment portfolio, using
charts and comparisons to an appropriate benchmark and other information along with
competitor profiling.
• Collecting & co-ordinating portfolio information & data to facilitate the due diligence
process.
• Analysis of different products across asset classes.
• Assist in the creation of materials for investment presentations. Monitor investment
performance across asset classes, geographies and managers.
• Engage in multi-asset class research and contribute to thought-leadership articles.
Qualifications:
• Post-graduate with a commerce background or,
• CA/CFA/CAIA/MBA from a reputable institution.
Skills, Experience and Competencies:
• At least 3 years of experience in Investment banking/Private banking/ Wealth Management.
• Knowledge of alternative investment products like Venture Capital, Private equity, Hedge
funds etc & excellent presentation skills (oral and written).
• Rigorous attention to detail and a practitioner’s approach to investment-problem solving.
• Microsoft office skills and an aptitude for technology.