Spark Capital - Product Analyst

Position Product Analyst

Location: Mumbai (Kalina)

Summary:

The incumbent will work closely with the sales team to provide current investment insights based on the clients' financial needs and goals. Further, develop financial plans, portfolio reviews, and investment proposals that align with the clients' risk profile, investment horizon, and return expectations.

Responsibilities:

- Collaborate with the sales team to understand client requirements and develop financial plans, portfolio reviews, and investment proposals in line with those requirements.

- Update and track the portfolio to clients' investment charter, ensuring that the portfolio remains in line with the client's investment goals and risk profile.

- Prepare high quality, customized Investment proposals and pitches

- Prepare quarterly reviews for clients within the prescribed TAT and ensure timely delivery of reports to clients.

- Showcase investment insights to help clients decipher information.

- Focus on automating the process of preparing periodic reviews to reduce the TAT.

- Engage with the sales team for product and advisory calls from time to time

Qualification:

- Graduate / Post graduate / Pursuing CA

Requirements

- 5 -10 years of experience in investment advisory or counselling role.

- Possess a comprehensive understanding of investment products and solutions offered to investors, including Mutual Funds, PMS, AIFs, Structured Products, etc.

- Strong analytical skills and the ability to interpret financial data.

- Excellent communication skills, both written and verbal.

- Advanced Excel skills to create reports and analyze financial data.

- Ability to work independently and as part of a team.