Associate

Role Objective
The Associate : Investor Relations & Portfolio Management will play a pivotal role in managing investor relationships, overseeing client onboarding, and supporting portfolio creation and reporting. This role requires strong financial acumen, project management skills, and the ability to communicate effectively with stakeholders and senior management.
Key Deliverables:
● Investor Relations: Maintain and strengthen relationships with investors, ensuring timely communication and resolution of queries.
● Portfolio Management: Assist in designing and managing client portfolios across mutual funds, equities, debt, and derivatives (F&O).
● Client Onboarding: Own the complete onboarding journey, ensuring compliance, documentation, and a seamless client experience.
● Reporting: Prepare account summaries and performance reports for clients and management.
● Partner Management: Build and manage relationships with external partners and stakeholders.
● Process Improvement: Identify opportunities to streamline processes and implement strategic improvements.
● Project Ownership: Lead projects with accountability for timelines, deliverables, and stakeholder coordination.
● Data Room Management: Take complete ownership of maintaining and updating the data room with accuracy and confidentiality.
● Team Collaboration: Conduct regular reviews and contribute to team discussions; prior team management experience will be an added advantage.
Qualifications:
● Bachelor’s/Master’s degree in Finance, Economics, Business Administration, or related field.
● 2–4 years of experience in investor relations, portfolio management, or financial services.
● Strong understanding of financial instruments: Mutual Funds, Equities, Debt, and Derivatives (F&O).
● Excellent communication and presentation skills.
● Analytical mindset with attention to detail.
● Ability to manage multiple projects and stakeholders simultaneously.
● Team management experience preferred.
Why Join Us:
● Opportunity to work closely with investors and management.
● Exposure to diverse asset classes and strategic projects.
● Collaborative and growth-oriented work environment.
● Chance to take ownership and make a tangible impact

Work arrangement
No