Product Manager - Investment Advisor - PMS/AIF

The job involves the analysis, research, monitoring and managing the different securities, mostly focusing on equities.

Principal Responsibilities :

Mutual funds :

- Managing mutual fund research including quarterly ranking, ongoing tracking & assessment of Equity & Equity oriented funds

- Active liaison with AMCs for timely & efficient information exchange

- Identifying new opportunities in mutual funds with a differentiated strategy, and/or funds as per house view

- Regular interaction with fund managers to understand their investment theses on an ongoing basis.

- Handling and responding to client/RM queries on MFs.

- Organizing calls with Fund managers

Research and Recommendations - Equity PMS/AIF/Long Short:

- Analysis, monitoring & ongoing review of recommended strategies: Interacting with Fund Manager on a monthly / quarterly basis, understanding the rationale behind portfolio transactions done by them during the review period.

- Preparing review notes for these strategies capturing our ongoing view on the same

- Resolving any brokerage and service-related issues raised by operations/service team/RM.

- Scout for new strategies in market by meeting different fund managers

- Doing detailed due diligence on the fund schemes

- Gathering market intelligence on products offered by competitors, reviewing them, and tracking their performance and recommending addition to our portfolio accordingly.

- Regularly organizing calls between the fund manager and financial advisors/clients for an update on portfolio/markets

- Preparing inputs and releasing monthly updates of equity strategies from Product desk.

Service Orientation Description :

- Preparing and sending explanatory notes/mails on funds, investments, whenever it is required.

- Assisting Financial Planning team in client proposals and portfolio review

- Increase interaction with advisors to generate business volumes as well as share product knowledge & seek feedback & inputs.

- Adhering to timelines and responding to client queries within acceptable turn-around times

Skills Required :

Product knowledge :

- Complete understanding and command over all investment products with emphasis on Equity products

- Understanding of portfolio / fund greeks used in analysis.

- Understand Asset Allocation models.

Functional skills :

- Strong in MS Excel and PowerPoint