Asset and Wealth Management-PWM WSS US- Analyst-Bengaluru

Role Overview

The Asset and Wealth Management-PWM WSS US- Analyst will work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients. The role will involve analyzing equity and fixed income portfolios for risk and return characteristics, executing portfolio rebalancing, and researching internal and external investment vehicles for client asset allocation.

What You Will Do

The Analyst will provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades. The role will also involve working closely with various product groups within Investment Management to respond to client needs.

Why It Might Be a Fit

The ideal candidate will have a strong analytical background, excellent communication skills, and the ability to work in a fast-paced environment. The role offers opportunities for growth and development, with a focus on building relationships with senior management and global stakeholders.

Requirements

• Bachelor’s degree
• 1-3 years of prior work experience in a relevant field
• Proficient advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

Benefits

• Reasonable accommodations for candidates with special needs or disabilities
• Diversity and inclusion initiatives
• Training and development opportunities
• Firmwide networks
• Benefits, wellness and personal finance offerings
• Mindfulness programs