Valueplus Technologies

2 weeks ago

Chennai, India Valueplus Technologies Private Limited Full time

We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 7+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.

Roles and Conceptualization and Development:

- Identify market needs and opportunities to develop mutual fund investment strategies

- Conduct feasibility studies and market research to validate concepts.

- Design features, strategies, and structures in collaboration

Market Research and Analysis:

- Analyze market trends, competitor products, and investor preferences.

- Gather insights from mutual fund distributors advisors, clients, and industry reports to build relevant investment strategies

Regulatory Compliance:

- Ensure all communication and development comply with regulatory requirements and industry standards.

Collaboration and Stakeholder Management:

- Work closely with internal teams, including tech, marketing, sales, and operations, to develop and launch Mutual Fund strategies.

- Coordinate with external partners, such as Mutual fund companies, partners, and vendors.

MF Investment Strategy Launch and Implementation:

- Develop and execute product launch plans, including marketing strategies, sales training, and communication plans.

- Oversee the implementation of new products, ensuring all operational aspects are in place.

Performance Monitoring and Reporting:

- Monitor the performance of mutual fund products against benchmarks and objectives.

- Prepare regular performance reports and presentations for senior management and stakeholders.

Product Lifecycle Management:

- Manage the product lifecycle from inception to maturity, including product enhancements, repositioning, and closures.

- Conduct periodic reviews to assess product performance and relevance in the market.

Investor Communication:

- Develop and update investment strategies literature

- Communicate product features, performance, and updates to internal team and distribution partners.

Training and Support:

- Provide training and support to sales teams and Mutual Fund distributors on product features and benefits.

- Develop training materials and conduct workshops to enhance product knowledge.

Risk Management:

- Identify and manage risks associated with investment strategies

Education background: Preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance

Location: Chennai

(ref:iimjobs.com)

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