Package route to market executable ideas with inputs from 1) Research, 2) industry intelligence and
ground feedback, and 3) current books.
Drive Investment themes and product focus, giving color and depth to the investment books. Provide frontline with actionable focus to maneuver the markets, with support from Research.
Provide solutions for clients’ Equity requests
Educate Client Advisors and team members
Manage relationships with major counterparties and key market players
Ensure full compliance with regulatory requirements and Bank product development and management
Manage internal relationships with key enablement partners and stakeholders
Provide investment advisors and RMs with trading ideas, market information and sales tools
Provide Equity related internal and external publications
Develop marketing materials
Making timely actionable calls in relation to markets and books, to help frontline manage clients.
Detailed knowledge of analysis and markets, with strong technical capabilities in equity analysis.
Experience in Equity sales, advisory and managing Equity platforms
End to end knowledge of product cycle
Understanding of Financial Markets and key investment concepts
Understanding of portfolio construction and Risk Management concepts
Pro-active, self-starter, team player and goal orientated