Business Support Specialist – Investment Managers, AVP

Overview

Support the Emerging Markets Investment Management franchise with business management, analytics, sales enablement and operational support to Investment Managers, FX Advisors and the Business Management team.

What you'll do

• Support the preparation of portfolio review materials and client discussion materials for Investment Managers.
• Perform portfolio screening and analytics, including asset allocation reviews, concentration analysis and portfolio positioning assessments aligned with CIO and House Views.
• Assist in identifying portfolio opportunities and investment themes for review by Investment Managers.
• Conduct market, industry and macroeconomic research to support investment discussions and business initiatives.
• Support the preparation of investment presentations, pitch books, market updates and client-facing materials.
• Prepare customized reports, charts and analytical materials for Investment Managers.
• Maintain standardized templates and best-practice materials to promote consistency across the IM franchise.
• Coordinate with Product Specialists, CIO and other partners to support investment campaigns and business initiatives.
• Provide operational and administrative support for investment and trading activities, including trade booking follow-up, internal approvals, documentation management, issue resolution and coordination of portfolio management-related requests.
• Support post-trade servicing and lifecycle management, including issue resolution, stakeholder coordination and status updates and reporting.
• Maintain accurate records, documentation and audit trails in accordance with regulatory requirements and internal policies.
• Produce and maintain management information, dashboards and performance reports relating to AUM, revenues, investment activities, pipeline opportunities and client engagement metrics.
• Perform analysis to identify business trends, opportunities and areas for improvement.
• Support reporting automation, process enhancement and AI-enabled productivity initiatives.
• Maintain business trackers, reporting repositories and analytical tools.
• Support business initiatives and change programmes so that impacts on governance, controls and operating models are understood and embedded.
• Support the Head of Investment Managers and Business Manager in driving the business agenda across the Emerging Markets IM franchise.
• Assist in the preparation of management presentations, business reviews, governance forums and strategic initiatives.
• Support business planning, resource management, operating model enhancements and franchise-wide coordination.
• Support governance, risk and control activities including audits, regulatory reviews and management reviews.
• Contribute to process documentation, operating procedures and continuous improvement initiatives.
• Ensure appropriate handling of confidential client, portfolio and business information in accordance with applicable policies, procedures and regulatory requirements.

What you'll need

• At least 6 years of relevant experience in Investment Advisory Support, Business Management, Sales Management or a related role within Private Banking or Wealth Management.
• Strong understanding of Wealth Management offerings and investment products across multiple asset classes.
• Experience in business reporting, analytics, management information and performance monitoring.
• Strong analytical and problem-solving skills, with the ability to synthesize information into actionable insights.
• Experience preparing presentations, management materials, reports and business updates for senior stakeholders.
• Excellent communication and stakeholder management skills.
• Advanced proficiency in MS Office, particularly Excel and PowerPoint.
• Post-graduate or undergraduate degree with strong analytical skills.
• Proven ability to leverage AI tools to enhance productivity and optimise workflows, applying critical judgment to ensure responsible and ethical use of data and AI outputs.
• Ability to work independently and collaboratively across multiple teams and geographies.

Nice to have

• Experience with data visualization, reporting tools and AI-enabled productivity tools.

Details

• Location: Mumbai, India.
• Corporate title: AVP.