Products & Research

About Our Client

• Institutionalizing the Advisory framework - identifying global macro trends and impact thereof on financial markets and client portfolios.
• Assimilate and disseminate house views on 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 part of the core team, at a group level.
  

Functional/Behavioral Skills

• Ability to operate with minimal direct supervision.
• Lucid and succinct communication – Internal and external.
• Follows a visionary style of leadership with ability to innovate and curate ideas from start to finish.
  

Role Requirement

• 6-12 years of experience in the Wealth management/Asset management/Research Macro Analysis domain.
• CA/CFA Charter holder/MBA from a reputed Institute / University.