Product Role

Product Role

Job Description:

- Evaluate investment products across Mutual Funds, PMS, AIFs, and Gift City offerings, ensuring suitability across client segments.

- Provide actionable product recommendations and insights to the investment and product teams.

- Construct, review, and manage asset allocation frameworks and model portfolios across asset classes.

- Prepare investment strategy notes, research reports, performance updates, and client presentations.

- Automate research workflows and develop proprietary tools for fund evaluation and screening.

- Leverage data and analytics from platforms such as ICRA Analytics, Morningstar, and other industry databases.

- Stay ahead of market trends, macroeconomic indicators, and evolving regulatory norms to support investment strategy.

- Work closely with advisory, compliance, and product stakeholders to align recommendations with firm strategy and client needs.