This role would be closely working with the PvB Investment Specialist Team and MI Product Team to facilitate a deep-dive portfolio review for all clients:
Collaborate with Team to provide Investment Proposals and Pitch presentations for existing and new clients
Preparing Product performance documents and analysis of the product investment plans
Conducting complete data analytics over the performance, risk metrices and quantitative parameters for all investment products.
Focus is on product suitability and appropriateness and to assist the bankers and investment specialist in driving the business goals of the PvB business.
Leverage, experiment and use innovative solutions to deliver best product out come to the clients by working closely with the product for the frontline for concise and effective client conversations.
Optimization of AUM & Trail data for PvB
Data based enablers through risk & investment metrics for existing and recommended products.
Coordination with the hub team for tracking the receipt and inclusion of PPRs.
The role would also require learning / adoption of key portfolio tools like District D, Morning Star and Blomberg data to prepare client portfolio decks.
The role would also have partial exposure to meeting and interacting with clients as an understudy to the PvB Investment Specialists.
Business
Work with Investment specialist and Bankers to provide Investment Proposals and Pitch presentations for recent client acquisition and to attract fresh AUM & NNM
Providing sharper inputs and insights through product analysis using investment and risk metrics for existing and new product for the clients.
Using the data analytics for providing inputs on AUM and Trail data for optimization
Providing analytics and data cuts to the frontline teams to help add value and have effective client conversation for incremental business.
Collaborating with the IS and Bankers for effective monitoring of products solutions provided
📌 Investment Analyst (India)
🏢 Standard Chartered India
📍 India
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