Product Team Role - Third Party Products & Advisory

Description of the Role and Profile Requirement

Company: Wealth Management firm

Role: Product Team - Third Party Products & Advisory

Location: Mumbai

Requirements:

- Graduate + CFA/CAIA - OR - Post Graduate : MBA - Finance - OR- CA

- Base degree in Finance. CFA levels pursuing or cleared not mandatory but will be an added advantage.

- Good understanding of Equity and Debt markets and their functioning.

- Sound knowledge of analytical calculations using MS Excel and MS Office

- Proficiency in ACE MF , Bloomberg , ACE Equity, Capital IQ or similar software/tools etc

- Updated knowledge of current market trends & macroeconomics

Responsibilities:

- Assist Sr. Product Managers in Asset Manager shortlisting, selection and evaluation.

- Regular Monitoring of Model Portfolio products and Preparing the fund manager interaction notes and minutes for approved set of products.

- Prepare Portfolio review reports and analyze portfolios of prospective and existing clients.

- Aid Relationship Managers for Portfolio Analytics (MF, Direct Equity, PMS/AIF product notes/SIP returns/factsheets) and other product reports required for prospects and existing clients.

- Prepare monthly product based updates

- Performance update on MFs, PMS & AIF, Product presentations, Internal Product Notes, FM Update etc

- Keeping abreast of the new ideas & products bought up in MF/Alternates industry

- Keep track of what new investment ideas competition Wealth Mgmt. firms are recommending/advising.

- Prepare reports and insight documents periodically.

- Special Projects to enhance and automate using technology and also evaluate external vendors.