Product Analyst - Mumbai, India - MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED

Description

A new age, focused Asset Management and Financial Advisory Platform, that serves a vast diaspora of institutional and retail customers across India is hiring for Manager -Product Analyst :

The position holder shall be responsible for:

Develop and undertake end-to-end diligence on investment products.

Candidate shall source, carry out due diligence, onboard and monitor products such as AIFs, PMS, MF, Structured Products across asset classes.

Knowledge and experience of investment products and securities markets.

Work on client portfolio proposals based on stated requirements.

Should be in position to comfortably present the proposals to UHNIs and Family offices clients.

Expected to prepare internal and external notes on products and markets.

Undertake product training sessions for pan-India teams and work closely and handhold the bankers.

Good communication skills and regular tracking of markets and investment products.

Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

Academic Qualification and Experience:

Preferred MBA Finance, CFA and CA, or CFA or CA

Experience in Private Wealth Products team/ AMC/ Equity Research

Should have all required NSIM certifications

Knowledge, Competency and Skills requirement:

Strong analytical and quantitative skills and the ability to create/gather/analyse data Advance MF Excel and PPT skills a must