Assistant Manager - Planning & Research - BFSI

Job Description - Asst. Manager - Planning & Research

1. Back testing of research outcomes to check quality of research

2. Building and refining research models on multiple financial products - mutual funds, equities, bonds, alternative assets, insurance, PMS etc

3. Meeting/calls with Asset Managers and Relationship Managers to get their view on financial markets and financial products

4. Presenting research/investment/market updates to para planners/investment advisors on an ongoing basis

5. Building processes for improvement in planning and research processes

6. Training and mentoring of para planners and research team, including identifying training needs

7. Portfolio change recommendations - validation of recommendations of para planners

8. Financial plan finalisation

9. Assisting investment advisors/para planners in preparation for plan presentation review meetings

10. Coordination with teams to ensure implementation of plan

11. Product development of financial planning/products through competition mapping and tracking international/domestic trends, and building of alliances

12. Evaluation and finalization of Financial Planning, Research Software, Reporting Solutions and integration with existing processes

13. Development of marketing tools for investment advisors/para planners

14. Commentary finalization and content creation and design to share with clients and prospects - newsletters, social media, blogs, case studies, articles, etc

15. Strategic thinking around review meetings in consultation with investment advisor

16. Managing turnarounds and deadlines with teams

17. Compliance for clients

18. Communication with Clients

Skills required

1. Analytical ability

2. Training and team building skills

3. People management skills

4. Excellent communication skills - oral and written

5. Willingness to coordinate amongst multiple teams

6. Willingness to interact with asset managers to get views on financial markets and products

7. Ability to remain updated on financial markets and macroeconomics and latest trends/developments, and sharing the same in detail

8. Willingness to work independently on research model creation and back testing of data

9. Willingness to think creatively and execute on presentation of solutions to clients & teams

10. Relationship management skills with alliance partners, product manufacturers and vendors

11. Willingness to attend client meetings/ vendor meetings / asset managers meetings as required

Qualification

- Post graduate/ CFP with minimum 5 -7 years work experience in Financial Services industry preferred

- Capital Market (Dealers Module) NSE would be preferred

- BSE's Certification on Securities Markets (BCSM) would be preferred

- NISM-Series-V-A: (5) Mutual Fund Distributors Certification Exam would be desirable

- NISM Series X-A & X-B:- Investment Adviser (Level 1 & 2) would be desirable