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Products & Research

ConfidentialMumbai, India

9 days ago

Job description

Role Title : Products & Research

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

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

Roles and Responsibilities :

Institutionalizing the Advisory framework - identifying global macro trends and impact thereof on financial markets and client portfolios.
Assimilate and disseminate house views on 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 part of the core team, at a group level.

Functional / Behavioral skills -

Ability to operate with minimal direct supervision.

Lucid and succinct communication – Internal and external.

Follows a visionary style of leadership with ability to innovate and curate ideas from start to finish.

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Research • Mumbai, India