Product & Research

6 - 12 years

0 Lacs

mumbai maharashtra india

Posted:2 days ago| Platform: Foundit logo

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Skills Required

diligence investment products portfolio reviews macro analysis advisory framework

Work Mode

On-site

Job Type

Full Time

Job Description

Qualification:

Experience

Roles & Responsibilities

  • Institutionalizing the Advisory framework - identifying global macro trends and the impact thereof 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.
  • Conducting in-depth diligence across the entire spectrum of investment products.
  • Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
  • Preparing Pitch books/periodical review presentations for new/existing clients.
  • Work closely with product manufacturers globally to ensure best-in-class product availability for our clients.
  • Interact with various stakeholders and be part of the core team, at a group level.

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