Job Requirements :
- Education qualifications : - Postgraduate with Specialization in Finance, CFA preferred.
- Years of work experience required : - Should have 5 + years' experience in a similar profile with Wealth Management / Private Banking set up.
- Working with a forward-looking perspective.
Job Responsibilities :
Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product teamPreparing various reports, strategy notes along with presentations.Constructing & reviewing asset allocation and model portfolios across asset classes.Automation of research processes & creating fund evaluation models.Hands-on experience of platforms like ICRA, Morningstar is required.Education
PGDM, Associate Chartered Management Accountant (ACMA), Master OF Business Administration (M.B.A), Chartered Global Management Accountant (CGMA), Chartered Accountancy (C.A), Chartered Accountancy Inter (C.A Inter)
Skills Required
Product Management, Aif, Pms, Mutual Fund