DPM Product Analyst, Associate

Job Title: Discretionary Portfolio Management (DPM) Products Analyst

Corporate Title: Associate

Location: Mumbai, India

Role Description

• The Managed Solutions Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing good quality content for the DPM team. The team member will be expected to prepare pre-sales and post sales material for the DPM teams across the globe.
• This also provides an excellent opportunity to work with portfolio managers as well as sales team to provide client centric materials.

What well offer you

As part of our flexible scheme, here are just some of the benefits that youll enjoy

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• Produce marketing materials for DPM teams and update them as required
• Performance reporting, update pitchbooks and newsletters
• Produce pitches for tailored mandates
• Keep templates updated as per branding and compliance requirements
• Make marketing materials available on relevant platforms/intranet pages in a timely manner
• Engage with multiple stakeholders to gather data and provide output of optimum quality
• Co-ordinate with respective people for getting content translated in German
• Identify inconsistencies in the data or processes, if any and escalate if necessary

Your skills and experience

• University degree in Finance, Management or similar
• Understanding of global capital markets and discretionary portfolio management business
• Advanced knowledge of MS Excel and Powerpoint is a must.
• Outstanding interpersonal and communication skills.
• Ability to work under limited or no supervision while adhering to timelines
• Knowledge of German language will be an added advantage