3 - 6 years
0 Lacs
Posted:13 hours ago|
Platform:
On-site
Full Time
- Regularly analyze and track the performance of AIF & PMS products.
- Conduct competitor benchmarking and market research to identify industry trends and gaps.
- Prepare product notes, fact sheets, and investment strategy presentations.
- Partner with the sales team by providing in-depth product insights and client-focused proposals.
- Liaise with fund managers and investment teams to gather data, market views, and commentary.
- Monitor regulatory updates from SEBI, RBI, and other authorities relevant to AIF & PMS.
- Maintain internal dashboards and product comparison tools for business stakeholders.
- Assist in quarterly product reviews and performance update reports.
- Contribute data-driven insights for marketing initiatives, campaigns, and investor communications.
- Work closely with compliance and legal teams to support product documentation and approvals.
- MBA/PGDM in Finance, Economics, or related discipline; CFA qualification preferred.
- 3 to 6 years of experience in product analysis, investment research, or wealth management.
- Strong knowledge of AIF & PMS structures, investment strategies, and SEBI regulations.
- Exceptional analytical and quantitative skills with proficiency in Excel, PowerPoint, and financial data tools (e.g., Morningstar, Bloomberg).
- Strong communication, presentation, and stakeholder engagement skills.
- Prior experience with a PMS/AIF provider, wealth management firm, or asset management company (AMC).
- Familiarity with client risk profiling, suitability assessment, and advisory frameworks.
- Ability to interpret financial statements, analyze performance ratios, and evaluate fund structures.
The Premier Consultants ( Recruitment Company )
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