Senior Financial Product Specialist - Investments

We are hiring for a Senior Financial Product Specialist role with a leading AI-enabled wealth management firm serving affluent families

Key Responsibilities:

- Conduct deep research & due diligence on Mutual Funds, PMS, AIFs, InvITs, REITs, MLDs & Credit Funds

- Build model portfolios, tactical/strategic asset-allocation frameworks, and category analyses

- Prepare product notes, research reports, governance documentation, and product reviews

- Support RMs with client proposals, portfolio reviews, and investment recommendations

- Maintain an approved product list and ensure regulatory alignment & compliance adherence

- Track markets, macro trends, investment strategies & AMC/product insights

Requisites:

- 5-8 years of experience in MF/PMS/AIF research, wealth product advisory or investment research

- Strong understanding of mutual funds, PMS strategies, alternates & structured products

- Proficient in asset allocation, product due diligence, analytics & investment writing

- Experience in affluent/wealth management or advisory platforms

- Advanced skills in Excel, analytics & portfolio evaluation