Job Summary
a. Qualification – MBA, PG, CA, CFA.
b. Experience – 2-5 years in Wealth Management, Asset Management, or Investment Banking.
c. Location – Mumbai
Job KRA’s:
1. Marketing Collaterals – Preparing curated pitches, and investment portfolio details for prospective investors.
2. Document Repository – Creating a proper repository for all pitchbooks, marketing collaterals.
3. Operational Execution – End to end client documentation in coordination with internal and external parties.
4. Analysis – Client Outreach / Business Development
i. Assist for new business development through cold calls / establishing connects.
ii. Mapping and identification of clients
iii. Analyse Company’s Industry, Market Size, financial business plan and rationalize assumptions for investments.
iv. Prepare client profiles covering important aspects about potential investor.
5. Requisite Skills:
i. Good understanding of accounting and financial analysis concepts.
ii. Strong communication and interpersonal skills.
iii. Well versed with MS Excel, PowerPoint, and Word.
iv. Working knowledge of databases such as Bloomberg, Tracxn, VCCEdge, Screener, etc.
v. Basic insight of the Indian markets and industry sectors.
vi. Ability to deal with pressure and flexible work approach
https://www.iimjobs.com/j/bay-capital-investment-advisors-associate-family-office-coverage-2-5-yrs-1302602.html?ref=rl
