Investment Analytics-Strategist

Job Title

Head - Investment Analytics - Strategist

Business Unit

Private Banking

Reporting To

Head - Investment Analytics

Job Function and Role Type

Investment strategy and analytics, Supervisory Role, Moderate travel required

Version No

1.0

Job Purpose

Develop and implement investment strategies, asset allocation frameworks, and market views to help clients preserve and grow wealth. Collaborate with stakeholders to align strategies with the bank's long-term goals of client acquisition and retention.

Key Responsibilities

Product & Strategy Management 1

Product & Strategy Management; Run the Investment Committee and develop asset allocation frameworks; Define investment frameworks and set portfolio exposure limits; Benchmark competitor products and ensure adherence to house views; Assess portfolio health and ensure product suitability; Business Development; Track competitor products and create macro and micro product strategies; Educate sales teams on investment products and conduct client-focused events; Provide market updates and early warning signals to management; Training & Development; Conduct webinars and provide market updates to sales teams; Develop training content and collaborate with the training team for joint programs; Risk Management & Compliance; Ensure products align with the bank's investment strategy and regulatory requirements; Maintain audit-ready documentation and highlight portfolio risks; Run stress tests and implement control strategies to minimize risks; Other(s); Provide strategic inputs and maintain competition data; Support product and research teams on initiatives and deliverables; Create analytics strategies to mitigate event risks; Team Management; Hire, train, and develop team members to build a high-performance culture; Ensure team attrition remains at acceptable levels.

allocation framework and investment strategy for Wealth. 2

Education:

Professional degree (CA/MBA - Finance/Master's in Economics) mandatory.

Certifications:

CFA, CFP, CPWM, NISM (VA).

Key Competencies

Investment strategy expertise, capital markets knowledge, planning and organizing, communication skills, financial industry trends.

Major Stakeholders

Internal: Analytics team. External: GPC and PBG clients, prospects, product service providers.