Head - Product - AIF/PMS - Asset Management Firm

Head - Product - AIF / PMS

Job Responsibilities:

- The employee will be instrumental in setting up the business strategy, systems, controls, and processes

- Will be responsible for Leading Product, business development client engagement and onboarding, operations, and marketing initiatives

- Will be a key contributor to fundraising by onboarding and managing distributor relationships and client engagement.

- Will be involved in drafting Product Documents, Presentations, Factsheets, Literature, Sales Pitches, and Market Commentary.

- Development and Revamp of PMS and AIF website.

- Responsible for driving sales for Products in focus, New Fund offerings, and PMS Products by interacting with key clients and distributors (Banking, National Distributors, Regional distributors, and Individual financial agents).

- Leading MF, PMS & AIF. Supporting RM on client queries related to the products on the platform by way of client meetings.

- Run independent Equity MF evaluation

- Prepare and maintain monthly factsheets for all the recommended mutual fund schemes

- Maintain Model portfolio basket and regular updates on the same.

- Quarterly Industry benchmarking for PMS products on the platform.

- Scouting new Alternate products coming into the market.

- Coming up with quality thought leadership reports twice a year.

- Keeping the team updated on the latest happenings, news, and trends in the Indian mutual fund industry, wealth management industry & Global Outlook.

- Portfolio Management Services: Equity portfolios, High yield Credit, and Real Estate Debt Portfolios

- Alternative Investment Funds: CAT 2 & CAT 3 AIFs across Real Estate, Sector Agnostic Debt & Equities.

Job Requirements:

- Education : MBA / PG in Finance, Marketing / CFA

- Financial Skills: Equity Research, Quantitative Analysis, Valuation, Derivatives,

- Technical Skills: ASP.Net, C#, C++, Matlab, Access VBA, Excel, SQL, Business Intelligence tools.

- Background should be from PMS - Portfolio Management Systems, AIF - Alternate -Investment fund, RIA - Registered Investment Advisory or MF - Mutual Fund, etc.

About the client: The client is a leading asset management firm.