Investment Product Analyst - Mumbai

Hipotz

4 - 9 years

8 - 15 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

product management investment products wealth management mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Responsible for research and due diligence on Mutual Funds, PMS, and AIFs.
Analyze fund strategies, performance, and portfolio suitability. Develop product materials and collaborate with fund partners.
Deliver market insights, client communications, and portfolio reviews. Ensure compliance with SEBI/AMFI guidelines and support digital reporting, training, and internal updates.

Preferred candidate profile

Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred.
410 years of experience in investment research, product strategy, or portfolio advisory.
Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators.
Excellent communication and presentation skills; must be a confident orator.
Self-learner with a project-based approach to execution.
Comfortable working in a startup-like environment with agility and ownership.
Proficient in Excel, PowerPoint, Bloomberg, Morningstar, and other financial tools.

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