Associate Vice President, Business Support Specialist, Investment Managers
Hiring Company
About the Role
Greater Mumbai, India Area (On-site)
The Company is seeking an Associate Vice President, Business Support Specialist, to support its investment management business through analytics, business management, sales enablement, and operational coordination. Responsibilities include preparing portfolio reviews and client materials, conducting portfolio and market analysis, and supporting investment campaigns and trading-related processes. The role also produces management information, dashboards, and performance reports; identifies business trends and improvement opportunities; and contributes to reporting automation and process enhancements. Additional duties include supporting business planning, governance, risk and control activities, strategic initiatives, and coordination across teams while safeguarding confidential information. Candidates should have at least six years of relevant experience in investment advisory support, business management, sales management, or a related private banking or wealth management role. A strong understanding of wealth management offerings and investment products across multiple asset classes is required, along with experience in analytics, performance reporting, and preparing materials for senior stakeholders. Applicants should bring strong analytical, communication, problem-solving, and stakeholder management skills, advanced Excel and PowerPoint proficiency, and an undergraduate or postgraduate degree with strong analytical skills. Experience with data visualization and AI-enabled productivity tools is advantageous; candidates should be able to use AI responsibly and work effectively both independently and collaboratively.
Functions:
- Operations
- Data Management/Analytics
About the Company
Leading international bank & financial services firm
Industry
Financial Services
Type
Public Company
Age
employees
10,001+