Senior Financial Product Specialist

MASTER MIND CONSULTANCY

5 - 8 years

0 Lacs

gurgaon

Posted:1 week ago| Platform: GlassDoor logo

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Skills Required

research model portfolios reports governance support portfolio macro excel analytics management certifications

Work Mode

On-site

Job Type

Part Time

Job Description

Job Title : Senior Financial Product Specialist

Experience : 5-8 Years Location : Gurgaon Roles & Responsibilities

Conduct research & due diligence on Mutual Funds, PMS, AIFs, MLDs, InvITs & REITs.
Build model portfolios and asset-allocation frameworks.
Prepare product notes, research reports & governance documents.
Support RMs with proposals, portfolio reviews & recommendations.
Maintain approved product list and ensure regulatory compliance.
Track markets, macro trends and AMC/product updates.

Requisites

Strong knowledge of mutual funds, PMS, alternate investments & structured products.
Skilled in asset allocation, product due diligence & portfolio analytics.
Proficient in Excel/analytics and investment writing.
Experience in wealth management, research or advisory roles preferred.
MBA/CFA/NISM certifications preferred.

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