Alternative Investments Product Strategist – Real Assets

7 days ago


Lucknow, India 360 ONE Wealth Full time

Job Title: Alternative Investments Product Strategist - Real Assets

Level: Analyst / Associate

Location: Mumbai

 

Key Responsibilities:

  • Evaluating various Real Asset product offerings - from residential, commercial to infra funds and standalone assets + REITs/InvITs.
  • Fund raise: Working closely with sales team to equip them with the right data to help support the fund raise.
  • Stakeholder management: Cross functional collaboration with the product manufacturers, finance, marketing, operations, compliance, service teams; all stakeholders that are associated through the lifecycle of a product.
  • Reviews: Timely and regular reviews of products, creating summary notes to be shared with sales relationship managers and clients.


Skills & Attributes:

  • Strong fundamental understanding of the real estate sector with past experience in wealth or AMC roles would be preferred.
  • Strong communication skills - ability to pitch products to sales and clients.
  • Proficiency in understanding the intricacies of financial models to draft sharp and crisp marketing collaterals.


Education & Experience:

  • CA/MBA/CFA
  • 3-5 years’ experience


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