We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 3+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies. Product Conceptualization and Development: - Identify market needs and opportunities to develop mutual fund investment strategies - Conduct feasibility studies and market research to validate concepts. - Design features, strategies, and structures in collaboration Market Research and Analysis: - Analyze market trends, competitor products, and investor preferences. - Gather insights from mutual fund distributors advisors, clients, and industry reports to build relevant investment strategies Regulatory Compliance: - Ensure all communication and development comply with regulatory requirements and industry standards. - Collaboration and Stakeholder Management: - Work closely with internal teams, including tech, marketing, sales, and operations, to develop and launch Mutual Fund strategies. - Coordinate with external partners, such as Mutual fund companies, partners, and vendors. MF Investment Strategy Launch and Implementation: - Develop and execute product launch plans, including marketing strategies, sales training, and communication plans. - Oversee the implementation of new products, ensuring all operational aspects are in place. Performance Monitoring and Reporting: - Monitor the performance of mutual fund products against benchmarks and objectives. - Prepare regular performance reports and presentations for senior management and stakeholders. Product Lifecycle Management: - Manage the product lifecycle from inception to maturity, including product enhancements, repositioning, and closures. - Conduct periodic reviews to assess product performance and relevance in the market. Investor Communication: - Develop and update investment strategies literature - Communicate product features, performance, and updates to internal team and distribution partners. Risk Management: - Identify and manage risks associated with investment strategies - The role will be suitable for candidates with 3+ years of experience in research/product/business development functions of mutual funds, advisory, wealth management, private banks, financial media, or rating agencies. Requirements: Education background: Preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance Location: Chennai Compensation: The offered compensation package will be based on the candidate's prior experience and current Cost to Company (CTC)

Chennai

Investment Strategist - Wealth Management 

Job Description for Investment Strategist - Wealth Management  in Valueplus Technologies Private Limited in  Chennai for (2-4) years of experience. Apply Now!