Product Analyst - AIFs, PMS, MF, Structured Products

63

Applications

Mumbai
Full-Time
Mid-Level (4 to 6 years)
1L - 18L (Per Year)
Posted on Dec 29 2022

About the Job

Skills

product
due deligence
pms

A new age, focused Asset Management and Financial Advisory Platform, that serves a vast diaspora of institutional and retail customers across India is hiring for Manager -Product Analyst :


The position holder shall be responsible for:

• Develop and undertake end-to-end diligence on investment products.

• Candidate shall source, carry out due diligence, onboard and monitor products such as AIFs, PMS, MF, Structured Products across asset classes.

• Knowledge and experience of investment products and securities markets.

• Work on client portfolio proposals based on stated requirements.

• Should be in position to comfortably present the proposals to UHNIs and Family offices clients.

• Expected to prepare internal and external notes on products and markets.

• Undertake product training sessions for pan-India teams and work closely and handhold the bankers.

• Good communication skills and regular tracking of markets and investment products.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.


Academic Qualification and Experience:

• Preferred MBA Finance, CFA and CA, or CFA or CA

• Experience in Private Wealth Products team/ AMC/ Equity Research

• Should have all required NSIM certifications


Knowledge, Competency and Skills requirement:

• Strong analytical and quantitative skills and the ability to create/gather/analyse data • Advance MF Excel and PPT skills a must

About the company

Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.

Industry

Consulting Services

Company Size

10 -15 Employees

Headquarter

Mumbai

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