Product Coordinator & Capital Market Research
* Acting as the communication bridge between Wealth Managers and the Equity Dealer/Research Team. *Coordinating order placement and execution of equity, ETF, bond, and structured product transactions. *Sharing research updates, tactical calls, and model portfolio changes with DWMs promptly. *Tracking execution status and ensuring order accuracy, reporting discrepancies proactively. *Maintaining trackers for product usage, client execution, and advisor adoption. *Assisting in rolling out and communicating new product ideas or research themes. *Providing training and support to new Wealth Managers on investment tools, research notes, and processes. *Supporting client query resolutions related to execution, product fitment, or asset allocation. *Tracking and reporting the performance of marketing initiatives (ROI, lead quality, and conversions). *Supporting the planning and execution of investor events, webinars, and client engagement initiatives. *Managing social media platforms and website updates in coordination with design or digital teams. *Creating content for newsletters, blogs, investment insights, and client communications. *Preparing weekly and monthly market updates summarizing key events, sector trends, and macroeconomic indicators. *Conducting mutual fund research, including performance tracking, risk analysis, and peer comparisons. *Tracking and reporting on indices, ETFs, NFOs, and IPOs to evaluate investment potential and market sentiment. *Monitoring and updating momentum stock lists with rationale and relevant technical indicators. *Generating and maintaining fact sheets for mutual fund and equity strategies. *Drafting periodic mutual fund review reports for internal and client use. *Comparing various financial products and analyzing their suitability for individual client needs. *Monitoring clients' portfolios (mutual funds and stocks). *Conducting primary and secondary research on mutual funds, bonds, PMS, AIFs, and other financial products. *Tracking economic indicators, market trends, and regulatory changes impacting wealth products. *Supporting the investment team with periodic data insights and market intelligence. *Helping develop frameworks to shortlist investment products based on risk, return, and suitability.
