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.