Asset Allocation - Team Manager

Job title: Team Manager – Asset Allocation   

Band : B3, Team Manager   

Location : Bengaluru   

Experience Range : 8-10 years   

Shift Timings : 12:00 PM - 9:30 PM IST / 2:00 PM – 11.30 PM IST   

Job Summary & Business Unit Overview    

Credit & Insurance (CI) was created in September 2023 by combining Client’s fastest growing segments, Credit, and Insurance. CI offers a one-stop solution across corporate and asset-based, as well as investment grade and non-investment grade, private credit.CI invests across the credit markets, managing leading strategies that target sectors with strong fundamentals.    

The person will be a key member of CI – Asset Allocation team, working closely with Client Insurance Solutions’ Asset Allocation team and other cross-functional partners. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Portfolio Reviews, tracking Portfolio Performance, Rating Dashboards, tracking pipeline transactions and delivering clear, client-ready reporting materials for our clients.    

Key Responsibilities    

• Work as part of a team-based structure and work with the team to deliver on time.    

• Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Asset Allocations and Insurance analysts and provide relevant information as needed.   

• Provide support to analyst in updating and maintaining seasoning requirements and ratings for issuers / clients and Senior Management.    

• Perform detailed Portfolio Reviews for Affiliates and Clients and translate complex data into client-friendly reporting templates for recurring monthly and quarterly client updates and portfolio review calls.   

• Track Pipeline transactions in the set format and assist in circulation of the material to PMs and clients communicating the latest data/ changes to the team to drive capital allocation decisions and upcoming funding requests.   

• Develop tools, dashboards, and processes to streamline the various reporting processes.   

• Proactively identify opportunities to enhance efficiency and accuracy in client deliverables.   

• Track deliverables of the team members and review processes & activities before being delivered to stakeholders.   

Key Skillsets & Attributes    

• Expertise in PowerPoint with the ability to create polished, client-ready materials.   

• Strong proficiency in Excel, including data analysis.   

• Exceptional attention to detail and commitment to accuracy.   

• Ability to manage multiple deliverables with varying timelines in a fast-paced, demanding environment.   

• Strong written and verbal communication skills, with the ability to present complex information clearly.   

• Master’s degree in finance, economics, accounting, or related field; prior experience in credit, infrastructure, direct lending, project finance is preferred.   

• Strong analytical and quantitative skills. Thorough understanding of basic financial concepts and the ability to critically implement them.     

• Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.   

Internal to Wipro