Asset & Wealth Management - Investor Relations, Vice President
Location
Mumbai | India
Job description
You are a strategic thinker passionate about driving solutions in Wealth Management, capital markets, Equities, Fixed Income Private Equity, Hedge Funds, etc'. You have found the right team.
As an Investor relations professional, in our Alternatives Investor Relations & Structuring team you will get an opportunity to create an impact via your strategic thinking, relationship management, communication, problem solving skills.
You will work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative Investments. The Investor Relations team is responsible for the Sales enablement aspect via execution of internal and external communication for 300+ funds (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). In this role you will be able to demonstrate excellent organizational skills and the ability to effectively handle multiple priorities while demonstrating independent initiative, adaptability, and sound decision-making skills.
On the Alternatives side, The Alternative Investments Group ('AIG') identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally. The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.
You (VP) will serve as a primary point of contact for the India teams our internal partners and stakeholders. The team is primarily based in Mumbai and interacts with global counterparts based in New York and London. In this position, you will be responsible for providing investor relations coverage for our suite of Alternatives offerings for the Global Private Bank.
Job Responsibilities
- You will be able to gain a comprehensive understanding of underlying platforms, systems, and tools with the ability to think strategically and deliver business results for their respective product domains by:
- Driving internal and external communications to deliver transparent and impactful content (e.g., fund launches, announcements, corporate actions, etc.)
- Creating highly leveraged advisor and client resources, responding to a high volume of advisor / client inquiries, contributing to prospect events, roadshows, etc.
- Assist with synthesizing, summarizing, and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes:
- Writing cover letters Crafting and sending alerts internally Working with teams both internally and externally to send these documents to clients.
- Partner well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
- Create and Review client communications with a focus on 'client lens' and technical accuracy.
- Handle Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
- Developing a deep understanding of our client and advisor needs and sensitivities.
- Oversee the end-to-end of the client events calls and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
- Actively drive meetings with stakeholders and partners/specialists by sharing meaningful insights and driving clear outcomes / next steps.
- Develop and drive initiatives aimed at improving the advisory/client experience (both internal & external), including developing new educational resources, increasing the efficiency of information flow and evolving the way we communicate between different areas of the business.
- Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
- Leverage knowledge about our Alternatives platform, the markets and existing Private Investments & Hedge Funds driven content to discuss & support our portfolios/investments and to provide guidance in broader Alternatives platform initiatives/projects
- Maintain detailed metrics and identify key trends in order to proactively develop resources for the sales force.
- Provide thought leadership to enhance underlying workflow while successfully articulating vision / end goal to team members and stakeholders
Required qualifications, capabilities, and skills (Max seven bullets)
- MBA/CFA or an equivalent professional degree with 11- 13+ years of experience
- Extensive knowledge and experience in the Investments domain / Global markets
- Experienced people manager adept at working in matrix organization and managing dynamic high performing teams.
- Proactive, self-motivated and solution-oriented approach, project management skills would be useful.
- Hands on multi-tasker, self-directed, capable of working independently and as part of the team.
- Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management
- Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent deliverables/tasks
- Proactive, accountable, and assertive strong work ethic
- Confident and skill to think strategically, develop solutions, and present recommendations to business leaders.
- Superior judgment and discretion working with both confidential and sensitive information.
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
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