Product & Research

Qualification : CA / CFA Charter holder / MBA from a reputed Institute.

Experience : 6-12 years of experience in Wealth management / Asset management / Research Macro Analysis domain.

Roles & Responsibilities :

• Institutionalizing the Advisory framework - identifying global macro trends and the impact thereof on financial markets and client portfolios.
• Assimilate and disseminate house views on the economy, markets, and investment products to the team. Work closely with the investment committee.
• Conducting in-depth diligence across the entire spectrum of investment products.
• Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
• Preparing Pitch books / periodical review presentations for new / existing clients.
• Work closely with product manufacturers globally to ensure best-in-class product availability for our clients.
• Interact with various stakeholders and be part of the core team, at a group level.