Manager - Research and Product Management

Overall responsibility of overseeing all research team tasksManaging all team deadlines and responsibilities within agreed turnaround timelines and as per defined processesValidation and finalisation of research outputs before release by teamEnsuring adherence to weekly and monthly research work schedules and calendarsBuilding and refining processes and reporting in research and analysisAssisting team in detailed research on multiple financial products with agreed turnaround timelinesBuilding and/or refining existing research modelsMutual funds, Equities, PMS, AIFs, Bonds, Real Estate, Commodities, Alternative assets, Life Insurance / Health insurance / Other insurance, IPOs, Financial Planning and Personal Finance Trends, Macro Economy / Domestic and Global Economy, Other AssetsModel Portfolio design, upkeep, analysis and presentationBack testing of research outcomes to check quality of research modelsInitiatives on introduction of new products / solutions - sourcing, development , tie-ups and managementReleasing research reports on multiple products and asset classes within agreed turnaround timelinesOverseeing creation of house view and market outlook within agreed turnaround timelinesRegular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on markets and productsDaily meetings for sharing macro views on global/local economy and global/local financial markets and relevant personal finance trends / financial news / eventsPresenting research updates to clients and teams on an ongoing basisIdentifying training needs and training the research teamHiring/recruitment of research teamOverseeing creation of content / commentaries / research reports / presentations for teams / clients / prospects via newsletters, social media, blogs, case studies, articles, etc. and coordination with marketing consultants for necessary inputsCoordination with marketing consultants for effective dissemination of Plan Ahead research and product content to clientsOverseeing updation of website, blog, social media to showcase research content Coordinating with the planning team for portfolio recommendation inputs and client queries and implementation updates on the sameResearch software housekeeping and evaluation of new softwaresIf you are interested kindly email your updated resume to

hr@planahead.in

.