Job Description

Primary Responsibilities

 

The role is based out of Mumbai and requires working with the Asia PB Capital Intro Team. The role will require a fast-learning, dynamic, pro-active and self-motivated person to assist the team in day to day activities. 

Job Description

  • Updating & Maintaining PB roadshow details in firm systems
  • Updating firm system with relationship mandates, coverage notes, overviews, performances, etc.
  • Monthly analysis of investor conversations
  • Meeting Calendar maintenance for the team
  • Managing Conference registrations
  • Sending and updating data of client/investor like blurbs etc.
  • Requesting accesses for firm system for clients and filling in the fund info
  • Adding contacts/creating investor entities in firm systems
  • Pulling and saving down fund profiles as they are submitted via firm systems
  • Pre-populate profiles from Word doc to firm system
  • Maintenance of fund tear sheets for a list of clients
  • Monthly snapshot of HF performance
  • Maintenance of various excel spreadsheets involving HF data

 

 

 

Skills required (essential)

 

  • Graduate/MBA with 1-2 year equity market work experience preferred
  • Excellent communication skills both verbal and written;
  • Good knowledge of MS Excel, Access, PowerPoint. Knowledge of VBA/Macro will be an added advantage.
  • High degree of attention to detail.
  • Strong analytical skills
  • Proactiveness towards learning and executing tasks.

 

Years of exp – 1-2 Years

Location- Mumbai

Contract duration- 12 Months

WFO/Hybrid - Hybrid

Must have skillset – Microsoft office excel & PowerPoint , good communication skills both verbal and written, analytical mindset

Good to have skillset – VBA/Macros

Acceptabele Notice Period – 30days

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