AVP/VP - Product Engineering - Online Financial Planning & Investment Robo Advisory Firm

Company : One of leading online financial planning and investment Robo Advisory firm based out of Mumbai

Job Title : AVP/VP - Product Engineering

Experience : Minimum 4 Years

Qualification : Any Graduate

Desirable : CFA(US) or CFP Certified

Roles and Responsibilities :

- Act as a single point of contact for all data/research/analysis related requirements for all investment products.

- Involvement in Financial Planning, Investment Advisory, Product & Analytics, risk profiling, asset allocation and product selection.

- Assist investors in asset allocation with products like Mutual Funds, Bonds, Structured Products, Private Equity, Real Estate Deals, Real Estate Funds, etc.

- Product analysis and due-diligence of Structured Products, Private Equity, Mutual Funds and different fixed income products

- Analyse Cash Flow Statement of Corporate Bonds, Portfolio Management; transacting Corporate Bonds/NCDs on NSE and BSE's promoted platforms.

- Partner with the sales team, central product team, compliance and legal to ensure that products are designed in conformity of client needs and regulatory guidelines.

- Responsible for all the business logics on site and mobile application.

- Ensuring a quality of the online interface to the end consumer.

- Write reports related to Fixed Income, Macro economy, Mutual Funds and Wealth Management; prepare reports like MF Keys, Model Portfolios, MF Guide and other Occasional Reports.

- Analyse the macroeconomic factors impacting the yield curve and generating research notes.

- Wealth Management involving multi-asset investment advisory

- Understanding of financial tools like Bloomberg, Capitaline, MFI Explorer, ACE MF, ACE Equity etc