Executive - Investment & Product Operations

Position:

Department:

Role Objective:

The Executive – Investment & Product Operations will play a pivotal role in supporting the investment and product management functions through research, data analysis, documentation, and operational coordination. The position is responsible for maintaining accurate fund-related information, preparing key reports and dashboards, supporting product initiatives, and ensuring seamless communication across departments.

financial acumen, analytical skills, and operational discipline

Key Responsibilities

1. Product Documentation & Research

• Prepare and regularly update

  Product Briefs

  and

  fund summaries

  with detailed insights into features, performance, benchmarks, and risk-return metrics.
• Ensure all product documentation is accurate, well-formatted, and verified by senior members before internal circulation.
• Maintain consistency and reliability of data through periodic cross-verification with AMCs, regulatory websites, and internal systems.

2. Data Analysis & Market Research

• Extract and provide

  mutual fund return data

  , risk ratios, and comparative analyses using

  Value Research

  ,

  Bloomberg

  , or other analytical tools.
• Create

  customized fund analysis and benchmarking reports

  for internal stakeholders (Relationship Managers, Product Team, and Management).
• Monitor fund performance trends, update internal trackers, and contribute to periodic investment reviews.

3. Fund Manager Interaction & Knowledge Management

• Coordinate and support

  fund manager meetings

  , including preparation of meeting agendas, presentations, and briefing notes.
• Document detailed

  minutes of meetings

  with key takeaways and action points for internal distribution.
• Maintain a structured repository of meeting summaries, performance insights, and follow-up actions.

4. Operational Support & Query Management

• Manage and resolve

  product- or website-related queries

  , ensuring timely escalation and closure through coordination with relevant teams.
• Validate client onboarding and modification forms within the

  Wealth First system

  , ensuring accuracy in PAN, bank, nominee, and address details.
• Support compliance checks and data quality reviews to maintain high operational standards.

5. Reporting, and Dashboards

• Maintain

  monthly performance reports

  ,

  one-pagers

  , and other MIS files for internal use and management review.
• Design and update

  Activity Trackers and Department Dashboards

  in Excel and Power BI to monitor workflows and performance across teams.
• Assist in

  brokerage reconciliation and analysis

  , identifying key trends and anomalies for management review.

6. Cross-Functional Coordination

• Collaborate with Product, Investment, Operations, and Compliance teams for seamless data sharing and project execution.
• Contribute to presentations, market updates, and internal knowledge initiatives.

Skills & Competencies Required

• Strong understanding of

  mutual funds, capital markets, and investment products

  .
• Advanced proficiency in

  MS Excel

  (VLOOKUP, Pivot Tables, Charts),

  PowerPoint

  , and

  Word

  .
• Working knowledge of

  Bloomberg

  ,

  Value Research

  , and

  Power BI

  preferred.
• Analytical and data interpretation skills with a strong attention to detail.
• Excellent organizational, communication, and coordination abilities.
• Ability to handle multiple priorities in a fast-paced environment with accuracy and accountability.

Qualifications & Experience

• Educational Qualification:

  Graduate or Postgraduate in Finance, Commerce, Economics, or related discipline.

• Professional Experience:

  2–4 years of experience in

  investment operations, mutual fund analytics, or product management

  within financial services.
• Process-oriented and meticulous with a high sense of ownership.
• Strong interpersonal skills and ability to work collaboratively with cross-functional teams.
• Proactive approach toward problem-solving and continuous improvement.
• Commitment to confidentiality, data accuracy, and ethical business conduct.