Wealth Research Manager

Our client is a renowned wealth firm looking out for their Wealth Research Managers.

Candidate should be from the same background mandatorily.

Key Responsibilities

Research and Analysis:

- Conduct thorough analysis and prepare detailed reports on Mutual Funds, PMS, and AIFs

- Track and analyze the performance of existing investment products, providing regular updates and recommendations.

- Analyze new investment products entering the market and assess their suitability for our client base.

Collaboration with Product Team:

- Collaborate with the product team to design and refine investment products aligned with market opportunities and client needs.

- Work closely with AMCs to evaluate new products and enhance existing offerings.

Market Insights and Strategy:

- Stay abreast of market trends and economic developments to provide timely and relevant insights impacting investment strategies.

Technology and Automation:

- Evaluate various financial software solutions for data management and automation of research activities.

Team Training

- Develop and deliver training sessions for internal teams on new research findings, market trends, and product updates.

Others

- Proficient with Microsoft office tools including excel skills

- Good verbal and written communication skills

- Ability to understand new products and client requirements