Strategic Portfolio Manager
2 weeks ago
About AssetPlus
We are a dynamic financial services company seeking an experienced Investment Strategist to join our team. Based in Chennai, this role offers a lucrative compensation package commensurate with the candidate's prior experience and current Cost to Company (CTC).
Job Summary
The successful candidate will be responsible for developing and executing investment strategies, conducting market research, and collaborating with internal teams to launch new products. With 3+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies, this individual will drive growth and innovation at AssetPlus.
Key Responsibilities
- Product 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
Risk Management
- Identify and manage risks associated with investment strategies
This role requires a strong educational background, preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance, and a deep understanding of the financial industry. The salary range for this position is ₹8,00,000 - ₹15,00,000 per annum, depending on the candidate's experience and qualifications.
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