RoleS & Responsibilities : - Articulating the investment strategies, objectives, and performance of the mutual funds to various stakeholders. This involves explaining complex financial concepts in a way that is accessible and understandable to different audiences, including investors, Mutual Fund Distributors, and internal teams. - Serve as educator, providing insights about market trends, investment strategies, and economic outlooks. - Conduct seminars, webinars, or workshops for clients, Mutual Fund Distributors, and internal staff to enhance their understanding of the funds and the broader market. - Effectively communicate AssetPlus's investment strategy with the internal team and distribution partners - Utilize different channels like sales, marketing, and tech to deliver AssetPlus's investment strategies - Be a knowledge leader in the company - Lead and mentor a team of professionals responsible for executing investment strategies. - Foster a collaborative and innovative team culture. The role will be suitable for candidates with 5+ years of experience in research / product / sales functions of mutual funds, advisory, wealth management, private banks, financial media, or rating agencies. Skills and Traits : - Strong Financial Acumen: Essential for understanding financial markets, investment strategies, portfolio management, and various asset classes. - Effective Communication Skills: Vital for clearly and concisely articulating complex investment concepts to diverse audiences, both verbally and in writing. - Analytical Thinking: Crucial for analyzing financial data and market trends, and communicating these insights understandably. - Presentation Skills: Important for comfortably and effectively presenting information in diverse settings, from individual meetings to large group presentations. - Teamwork and Collaboration: Key for working effectively with investment teams, marketing departments, and other company stakeholders. - Educational Approach: Helpful for breaking down complex or technical information into teachable components and educating others. Education background: Preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance Location: Chennai Language: English & Hindi

Chennai

Valueplus Technologies - Senior Investment Strategist 

Job Description for Valueplus Technologies - Senior Investment Strategist  in Valueplus Technologies Private Limited in  Chennai for (5-10) years of experience. Apply Now!