Manager PCG

Interact with high-net-worth individuals(HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.\nOversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.\nDevelop and manage relationships with current and potential investors.\nCollaborate with Product teams to create tailored products for specific situations, assess client credit profiles to propose customized deals, close transactions.\nWorking with corporates for their fundraising needs if any.\nWorking with the family office for their investments into credit papers.\nOnboarding new corporates as well family office.\nPrepare and / or review client reporting materials including monthly investment statements, semi-annual investment reports and any custom reporting.\nCoordinate with relevant stakeholders to ensure client portfolio data is captured and uploaded into relevant reporting systems and prepare custom internal reporting.\nMaintain a deep understanding of the firm's product offerings, including investment philosophy, investment strategy and general portfolio constructs and prepare and coordinate responses to clients and prospect queries.\n\nThe Successful Applicant\n\nMBA, Master's Degree in Finance, CA or a bachelor's degree with relevant prior experience\nIn-depth understanding of family office requirements and debt product offerings, with 1-2 years of experience in a wealth management firm preferred.\nExcellent communication skills and the ability to effectively pitch a variety of debt products to HNWIs and family offices\nGlobal mindset with the ability to collaborate and work with teams across different geographies\nUnderstanding of portfolio management basics, including portfolio optimization concepts\nExceptional Excel, PowerPoint and Word skills