Head of Investment

Talent Tapovan

Position Summary:The company intends to commence operations in the wealth & asset management business which would include distribution of financial assets through an open architecture basis and manufacturing of AIF and PMS as well. We are seeking a dynamic and experienced candidate to lead the selection, onboarding & development of expertise on investment products.The candidate will be responsible for curating, designing, development and management of the firm's investment products across asset classes. This role requires deep expertise in wealth management, legacy planning, investment strategies, product structures to ensure that the firm is able to innovate & curate industry first products for its customers. The individual will work closely with the senior leadership team, relationship managers, and third parties to build the product portfolio.The role would also require deep involvement in providing insights into product development for the in-house funds as well.Key Responsibilities:Product Strategy & Development:Define and lead the investment product strategy across mutual funds, alternatives, structured products. This would be across asset classes – equity, fixed income, commodities real estate etc.Identify market trends, client needs and competitive landscape to build differentiated offerings.Oversee end to end product lifecycle including conceptualization, structuring, approvals, launch and ongoing review.

Portfolio & Investment management –Collaborate with the CIO and investment team to align product offerings with house views and asset allocation frameworksMonitor product performance, risk metrics and ensure alignment of firm and client objectives, regulatory requirements with the products.Provide insights into client portfolios to optimize returns. Work with analytics team to design at a universe of 1 for optimizing at each client level.

Distribution –Partner with sales and relationship teams to equip them with product knowledge & pitch materialsDrive adoption of open architecture & proprietary products of the firmGovernance –Ensure products meet all compliance and internal risk standards.Establish robust product & governance frameworks. Lead due diligence on onboarding and on a regular basis with all product partners and platforms.Qualifications & Experience:Education:CA / MBA Experience:Minimum of 10-12 years of experience as an investment counsellor, product specialist with a wealth management firm.

Skills:Strategic thinker to translate client needs into scalable product solutionsStrong structuring skillsStrong leadership and team management skills.Excellent communication, presentation, and interpersonal skills.Ability to influence and collaborate with cross-functional teams.Entrepreneurial mindset with a passion for innovation.

Key Attributes:Client-obsessed and passionate about delivering exceptional experiences.Results-oriented with a strong bias for action.Adaptable and able to thrive in a fast-paced, dynamic environment.High ethical standards and integrity.Innovative and forward-thinking.