Job Requirements: 

• Graduate + CFA/CAIA or MBA – Finance or CA 

• Base degree in Finance. CFA levels pursuing or cleared not mandatory but will be an added advantage. Good understanding of Equity and Debt markets and their functioning 

• Experience of 3-5 years in similar field 

• Sound knowledge of analytical calculations using MS Excel ad MS Office 

• Proficiency in ACE MF, Bloomberg, ACE Equity, Capital IQ or similar software/tools etc. 

• Updated knowledge of current market trends & macroeconomics 

Job Responsibilities: 

• Assist Sr. Product Managers in Asset Manager shortlisting, selection and evaluation 

• Regular monitoring of model portfolio products and preparing the fund manager interaction notes and minutes for approved set of products 

• Prepare portfolio review reports and analyse portfolios of prospective and existing clients 

• Aid Relationship Managers for portfolio analytics (MF, Direct Equity, PMS/ AIF product notes, SIP Returns and factsheets) and other product reports required for prospects and existing clients 

• Prepare monthly product-based updates – Performance updates on MFs, PMS & AIF, product presentations, Internal product notes, FM Updates etc 

• Keeping abreast of the new ideas & products bought up in MF/ Alternates industry 

• Keep track of what new investment ideas competition wealth firms are recommending/ advising 

• Prepare reports and insight documents periodically 

• Special projects to enhance and automate using technology and also evaluate external vendors