Asset Management

About Birlasoft

Birlasoft, a global leader at the forefront of Cloud, AI, and Digital technologies, seamlessly blends domain expertise with enterprise solutions. The company’s consultative and design-thinking approach empowers societies worldwide, enhancing the efficiency and productivity of businesses. As part of the multibillion-dollar diversified CKA Birla Group, Birlasoft with its 12,000+ professionals, is committed to continuing the Group’s 170-year heritage of building sustainable communities.

Job Title: Asset Management Professional

Job Description

Role Overview, Responsibilities, and Qualifications

Position Summary

Asset Management Professionals are responsible for overseeing, optimizing, and safeguarding an organization’s investment portfolio, which may include financial assets, real estate, infrastructure, or other holdings. They play a vital role in maximizing returns, minimizing risks, and ensuring compliance with relevant regulations.

Key Responsibilities

• Portfolio Management: Develop, implement, and monitor investment strategies to achieve organizational objectives. Regularly review portfolio performance and recommend adjustments as needed.
• Asset Allocation: Analyze market trends and economic conditions to determine optimal asset allocation. Diversify holdings to balance risk and return.
• Risk Assessment: Identify, evaluate, and mitigate risks associated with asset classes and investment decisions. Conduct scenario analysis and stress testing.
• Reporting & Documentation: Prepare regular reports on asset performance, market conditions, and compliance status for stakeholders and regulatory bodies.
• Client Collaboration: Communicate with clients, stakeholders, or internal teams to understand investment goals, provide updates, and address concerns.
• Regulatory Compliance: Ensure all asset management activities comply with local, state, and federal laws, as well as industry standards.
• Due Diligence: Conduct thorough due diligence on potential investments, acquisitions, or disposals, including financial analysis, market research, and risk evaluation.
• Technology Utilization: Leverage asset management software and analytical tools to track, evaluate, and report on asset performance.
• Continuous Improvement: Stay updated on industry trends, regulations, and best practices to enhance asset management processes and outcomes.
  
  

Required Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field (Master’s degree or professional certifications such as CFA or CAIA preferred).
• Proven experience in asset management, investment analysis, or a related financial role.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication, presentation, and interpersonal abilities.
• Proficiency with financial modeling, portfolio management software, and Microsoft Office Suite.
• In-depth knowledge of financial markets, investment vehicles, and regulatory requirements.
• High ethical standards and attention to detail.
  
  

Preferred Skills

• Experience with alternative assets (real estate, private equity, infrastructure).
• Advanced data analysis and visualization skills.
• Ability to work independently and as part of a cross-functional team.
• Project management experience.
  
  

Work Environment

Asset Management Professionals typically work in financial institutions, investment firms, corporate finance departments, or real estate companies. The role may involve periodic travel to meet clients or inspect physical assets.

Career Path

Progression opportunities include Senior Asset Manager, Portfolio Manager, Director of Asset Management, or specialized roles in investment analysis and risk management.