Posted By
Posted in
Banking & Finance
Job Code
318040
Product & Research - Investment Products
We are looking for a Product & Research professional for investments products with a leading financial services
Location : Mumbai
Qualification : MBA / CFA
Total experience : 8-10 yrs relevant experience.
Industry : Financial services / NBFC
Job Responsibilities :
Mutual Fund Ranking :
- Ensure rating is diligently done every quarter; review the model on an ongoing basis
MF data base software :
- Ensure the database tool serves the need of the team; resolve issues with data, outputs, etc; Interaction with vendor to develop tool based on requirements. Review/ Implement new software wherever required
Research on Debt MFs :
- Understand the fixed income market and come up with views on various category of debt funds
- Interact with AMCs to get views from various debt fund managers
- Ensure awareness of the positioning of debt products of prominent AMCs on an ongoing basis
- Maintain a reco. list with details of investment essentials
Research on Equity MFs :
- Ensure periodic interaction with equity fund managers to get their views on the market as well as the positioning on various funds managed by them
- Get detailed investment mandate and strategy to differentiate funds intra AMC as well as inter AMC to come up with a core list of recommended funds
- Recommend entry and exit calls of funds based on the ongoing research .
IPC, Newsletter and macro research :
- Preparation of quarterly IPC presentation, notes, minutes, communication to team.
- Quarterly newsletter content development, Liaising with marketing for designing, monthly market outlook presentation
Product Communications :
- Developing templates and Event update coverages, monthly economic data release, recommendation notes, identifying investment themes and communicating to team (as and when basis)
Portfolio building and advisory :
- Develop scientific portfolio building model, align with existing model portfolios, review model portfolio periodically, strive to improve the house level portfolio quality.
- Draft advisory proposals for client. Study portfolios of top existing clients on an ongoing basis and recommend changes as and when warranted.
Skills Required :
Product knowledge : Complete understanding and command over all investment products
Total experience : 8-10 yrs relevant experience.
In case if you find this opportunity interesting apply in with your updated resume along with following details :
Total Experience :
Current CTC :
Expected CTC :
Notice Period :
For further details feel free to discuss at 9820073110
Team People Tree
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Posted By
Posted in
Banking & Finance
Job Code
318040