Products & Research

2 weeks ago

Mumbai, Maharashtra, India Equirus Full time

Role Title: Products & Research

Qualification: CA / CFA Charter holder / MBA from a reputed Institute / University

Experience: 6-12 years of experience in Wealth management/Asset management/Research Macro Analysis domain.

Roles and Responsibilities:

  • 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.

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