Job Description

Sr. Manager/ AVP - Institutional Business

Our client is India\'s premiere fund houses focused on bridging the gap between savings & investments. The firm advises marquee institutional clients and asset managers for their India Investments through sub advisory of offshore funds domiciled across global markets in EU, North Asia, USA and Middle East. The dedicated international division works closely with investment teams in mutual funds and AIFs to drive the growth of the firm\'s global asset management business.

:

- Role based in Mumbai, develop the Institutional and FPI Clients Book reporting to the Head of the Global Business

- Mapping clients across the firm\'s focus set of geographies (EU, Asia, ME), proactively identify institutional prospects to help the firm conduct asset raising activities in each region

- Attend client road shows and performance meetings to pitch the firm\'s investment strategies to pension funds, sovereign wealth funds, family offices, private banks and other asset owners and gatekeepers across the focus set of geographies

- Build a knowledge set of the client\'s investment style, portfolios and their views on India markets across equities, fixed income and alternative asset classes

- Share the house views, seek the client\'s investments into India equities, Fixed Income, Credits, and AIFs either through sub advisory of portfolios or through product partnerships with asset managers, private banks and other large financial institutions

- Work closely with internal stakeholders to ensure timely submission of RFPs, marketing collaterals and mandate documents with the prospects

- Actively support the Global Head in constantly developing the asset raising and fund launch strategy in key foreign markets across equities, fixed Income and alternative strategies

- Role would cover few existing partners / clients and new client prospecting

- Video Calls with clients across time zones (US, EU and Asia) can be expected in the current scenario, though in future anticipate some international travel for road shows and client meetings

Requirements:

- Passion for India equity, fixed income or alternative strategies of investing with a habit of tracking either market segments for personal or professional investing

- Highly motivated to identify new prospects, extrovert character, ability to work individually to develop a robust clients network with a flair to engage clients in fund related conversations

- Master\'s degree in business, marketing or finance is acceptable, though pursuing various levels of the CFA Program or other relevant professional qualifications are viewed favorably

- Institutional clients experience in asset management, securities firms, investment consultants, boutique AIF managers, standalone Real estate or Credit Managers

- Understanding of Indian listed equity, fixed income and alternative asset classes (or either of them), ability to discuss portfolios and markets with prospects, basic knowledge of FPIs

- Preparing management reports for business flows, peer comparisons, client views on Indian markets, funds and assessment of market flows into India

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