Assistant Vice Pesident - Investment Product Specialist

Profile Investment Product Specialist

Location: Mumbai

Qualification: Post Graduate with Specialization in Finance, CA, CFA preferred.

Responsibilities:

- Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings.

- Should be able to propose recommendations to the Product & Investment Committee

- Preparing various reports, strategy notes along with presentations to senior management

- Constructing & reviewing asset allocation and model portfolios across asset classes.

- Excellent communication skills & ability to influence audience with reason, logic

- Positive approach towards problems & finding solutions

- Automation of research processes & creating fund evaluation models.

- Hands on experience of platforms like ICRA, Morningstar is required.

- Working with a forward-looking perspective & should have a 5 to 10-year relevant experience in a similar profile with Wealth Management / Private Banking set up in Non bank environment