Total 4 job vacancies by Uti International (singapore) Private Limited

Position Summary

We are seeking a motivated and detail-oriented Investment Analyst to join our team. The ideal candidate will support in conducting research and providing exceptional service to clients. This role offers an excellent opportunity for professional growth and development within the financial services industry.

Key Responsibilities

• Research and Analysis
  • Conduct qualitative and quantitative research on various investment products and market trends.
  • Prepare and analyze portfolio performance reports and summaries
  • Prepare detailed reports and presentations for investment products.
  • Respond to client inquiries and provide timely and accurate information regarding Fund performance

Administrative Support

• Maintain and organize marketing documents and files.
• Coordinate with internal departments to ensure efficient workflow and communication.
• Support ad-hoc projects and tasks as assigned by management.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Progress towards relevant certifications such as CFA are a plus
  • 1-3 years of experience in investment management, financial analysis, or a related field.
  • Experience with portfolio management software and financial databases (e.g., Bloomberg, Morningstar) is preferred.

Skills and Competencies

• Strong understanding of Indian financial markets, investment products, and portfolio management principles.
  • Excellent analytical and quantitative skills with attention to detail.
  • Proficient in Microsoft Office Suite, especially Excel and PowerPoint.
  • Strong written and verbal communication skills.
  • Ability to work collaboratively in a team-oriented environment.
  • High level of integrity and professionalism.
  • Strong organizational and time-management skills with the ability to manage multiple tasks and meet deadlines.

Application Process

Interested candidates should submit their resume, cover letter, and any relevant certifications to [email protected]

Job Scope of Dealer & Middle Office Support

Key responsibilities include but not limited to:

• Securities Dealing in respect of fund management activity of the Company
• Execution of trades in global markets via Bloomberg AIM with accurate placement on behalf of Investment Managers
• Perform pre-trade compliance check, detect irregularities and facilitate exception handling in Bloomberg System
• Maintain proper records for orders placed with brokers and the stocks bought under various funds managed / advised
• Adhere to all the regulatory compliance requirements of CMS License holder to the extent it is relevant to fund management
• Establish/maintain relationships with the select brokerage houses and try to derive the best research inputs for the active management of the funds
• Dealing-coordinating with back office for trade settlement, custodian, N.A.V, Accounts thereof & assist with middle office operations
• Preparation of compliance reports and other MIS reports with respect to the dealing function
• Preparation of monthly fund reports / performance analysis on the funds managed by the Company
• Participate in proxy voting on behalf of managed funds
• Any ad hoc duties as required in support of the organisation functions

Requirements:

• Candidate must possess at least Diploma/ Bachelor's Degree
• At least 5 years of related work experience preferred
• CMFAS Module 3 (M3) - Rules & Regulations for Fund Management
• Able to work independently and as a team player
• Detail oriented and able to multi-task, able to work under stress & tight timelines
• Knowledge on Excel, Bloomberg AIM. Microsoft VBA macro skill would be beneficial

Job Description

The Senior Products & MIS Manager is a mid-level position responsible for managing a broad range of products (mutual funds, UCITS funds, Deposits etc), setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life-cycle in coordination with the sales and marketing team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.

Responsibilities:

• Deliver monthly MIS to deduce profitability margins, sales teams’ net revenue and understanding of customer’s needs (for new product launch).

• Work with the Chief operating officer to accomplish established goals and conduct personnel duties for team

• Oversee strategic roadmap, development, launch, and marketing to gain maximum benefit from each product

• Oversee day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results

• Execute client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients

• Develop plans and execute functional strategies for a country, multiple countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within a region or business

• Manage client and competitor market research, develop product innovation roadmap, and address fundamental trials of product commoditization to create an advanced set of solutions

• Oversee all aspects of program life cycle management including market demands, technology trends, and the competitive field

• Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans

• Develop and communicate a business plan to approach the marketplace, and coordinate and implement team procedures, client problem resolutions and client management

• Help drive innovation by working with external partners/alliances to develop products, manage vendor relationships, and prepare agreements

Qualifications:

• Minimum 5 years of relevant experience

• Experience managing across multi-function and/or multi products

• Functional experience in marketing, credit, acquisitions, product development, or analytics

• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

• Ability to work unsupervised and adjust priorities quickly as circumstances dictate

• Consistently demonstrates clear and concise written and verbal communication

• Demonstrated analytical skills

Advance knowledge of MS Excel

• Demonstrated problem-solving and decision-making skills

• Consistently demonstrates clear and concise written and verbal communication

• Ability to work in a team-oriented environment

Education:

• Bachelor’s degree/University degree or equivalent experience

Interested applicants, please send your resume to [email protected]

Role Type:

Contract Role ~5 months (subject to extension for another month)

Time period:

From end May/beginning June to Mid November (with extension possibility of one month)

Brief: This role requires the candidate

- to partly cover for another existing full-time employee who is going on maternity leave. Specifically, the candidate will need to oversee the RFP responsibilities

- to partially also help the investment analyst with certain tasks

The successful candidate would join 4-6 weeks prior to the employee commencing maternity leave, to ensure proper training / handover of the tasks and processes.

Responsibilities and Job Scope

1. Complete ownership of all RFPs

- Working extensively with the vendor to fulfil any RFP requests that come from the UTI sales teams in all regions

- Coordinating with the vendor to ensure accuracy of every answer to the RFP questions

- Writing a large part of the content independently using internal sources

- Coordinating with internal teams / the relevant departments across both Singapore and India offices (e.g Investment team, HR, Risk Team, Compliance, Product) to ensure that the required information is obtained in a timely manner, to answer the RFPs.

- Regular review and revisions, of the draft RFP documents produced by the vendor

- Meeting deadlines demanded by multiple RFPs and ensuring proper time management

- Providing advance notice to relevant departments, giving them enough notice to respond to requests. And then feeding those data / materials to the vendor

- Conducting final checks on the RFPs and revising content if necessary to ensure accuracy and relevance

2. Ensuring monthly and quarterly Platforms Updation

- Sending vendor relevant data and material so the vendor can update investment platforms with correct information of UTI’s fund strategies

- Conducting sanity checks with the vendor, to ensure the data is visible for investors

3. Investment related tasks – to assist the Investment Analyst

- Preparation and updation of monthly product decks, one-pagers and other marketing material

- Computation of financial ratios and preparation of commentaries for Equity Funds

- Respond to general client queries about equities, Indian economy, etc.

Required Skills / Qualifications

- Either: minimum 2 years prior experience in writing investment RFPs, or; Completed degree or currently studying for a finance degree or related discipline (knowledge of investments / different asset classes, the asset management industry, or fund products, would be preferred)

- Flair for writing and content assimilation

- Ability to work with different teams and communicate clearly

- Exceptional time management and project management skills

- Ability to work with multiple deadlines and track progress

- Self starter and takes initiative