Senior Product Research Lead

1 day ago

Mumbai, Maharashtra, India beBeeResearchLeader Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Seeking a seasoned professional to lead our product and research efforts. The ideal candidate will possess 6-12 years of experience in wealth management, asset management, or research macro analysis.

Key Responsibilities:

  • Develop and implement an advisory framework by identifying global macro trends and their impact on financial markets and client portfolios.
  • Communicate house views on economy, markets, and investment products to the team, working closely with the investment committee.
  • Conduct thorough diligence across the entire spectrum of investment products.
  • Review and discuss portfolio strategies with the advisory teams to ensure alignment with investment positioning and group views.
  • Prepare comprehensive pitch books and review presentations for new and existing clients.
  • Collaborate with product manufacturers globally to ensure best-in-class product availability for our clients.
  • Interact effectively with various stakeholders and contribute to the core team at a group level.

Required Skills:

  • Ability to work independently with minimal direct supervision.
  • Clear and concise communication – internal and external.
  • Strategic leadership style with ability to innovate and curate ideas from start to finish.

Preferred Qualifications:

  • Chartered Financial Analyst (CFA) Charter holder.
  • Master's degree in Business Administration (MBA) from a reputable institution or university.

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