Ambit Capital - Product Analyst - Private Wealth Domain

Designation : Analyst

Business : Private Wealth

Department : Products

Location : Mumbai

Employment Type : Permanent

Education Qualification : MBA/ CFA / CA

Manages Others : None

Reports to : VP - Products

Expected Relevant Years of Experience : 2 - 4 years

Behavioral Skill :

- Integrity, Ability to establish trust, Strong analytical and interpretative skills, Self driven, Excellent communication skills, Excellent Presentation skills, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines.

Technical (Software / IT related) Skill : Strong on Excel, word and ppt

Knowledge :

- Awareness on all the Asset class - Equity, Fixed income, alternate assets, Real Estate, Commodities.

- In depth knowledge of capital markets and the wealth management business.

- Expertise on Mutual fund industry

- Expertise in listed and unlisted investments.

- Expertise on capital markets, both Debt and equity.

- Knowledge across all investment platforms like Mutual Fund, AIF, Venture Capital Funds(VCF), PMS etc.

- Key knowledge on taxation and it impacts on client return for all Asset classes and securities.

Ability :

- The ability to structure the products for UHNI clients and corporates.

- Ability to understand research and knowledge of the macro economic scenario and impacts on capital markets.

Key Role Responsibilities :

Financial Planning and Wealth Protection :

- Financial goal setting and planning.

- Asset allocation and security selection with re-balancing as and when required.

- Tax and legal advisory including Trust and Estate Planning.

- Insurance

Traditional - Mutual Fund & Fixed Income :

- To offer comprehensive, open architecture menu of Mutual Fund

- Differentiate by detailed due diligence and quality of advice

- Comprehensive Mutual Fund custody and reporting

- Basis due diligence and advisory capability create our recommended list of funds that would be advice to clients.

Alternative Investments :

- To offer managed products in the real estate, private equity and art funds

- Source best in class third party funds as well as from own stable

- To offer exclusive products

- Ambit branded, exclusive distribution agreements with fund managers

- Unique products that are built to cater for the unique needs of UHNW clients

Structured Products :

- Arbitrage and Hedging

- Customized product structure