Product & Research

Role Overview: You will be responsible for institutionalizing the Advisory framework by identifying global macro trends and analyzing their impact on financial markets and client portfolios. Additionally, you will assimilate and disseminate house views on the economy, markets, and investment products to the team, working closely with the investment committee. Conducting in-depth diligence across various investment products and engaging in portfolio reviews and client engagements will also be key aspects of your role. Furthermore, you will prepare Pitch books/periodical review presentations for new/existing clients and collaborate with product manufacturers globally to ensure best-in-class product availability for clients. Interacting with various stakeholders and being part of the core team at a group level will also be part of your responsibilities. Key Responsibilities: - Institutionalize the Advisory framework by identifying global macro trends and their impact on financial markets and client portfolios - Assimilate and disseminate house views on the economy, markets, and investment products to the team - Work closely with the investment committee - Conduct in-depth diligence across various investment products - Engage in portfolio reviews and client engagements to communicate investment positioning and group views - Prepare Pitch books/periodical review presentations for new/existing clients - Collaborate with product manufacturers globally to ensure best-in-class product availability for clients - Interact with various stakeholders and be part of the core team at a group level Qualification Required: - CA/CFA Charter holder/MBA from a reputed Institute (Note: No additional details of the company were provided in the job description),