
Third-party Products& Advisory
5 days ago
**Title **Third Party Products & Advisory
**Education **Graduate + CFA or Post Graduate MBA - Finance or CA
**Role & responsibilities **1. Assist Product Team in Asset Manager shortlisting, selection, evaluation
and ongoing appraisal cum review of approved managers.
2. Preparing the fund manager interaction notes and minutes for reference
of the sales teams
3. Aid the sales team (RM’s) for Portfolio Analytics (MF, Direct Equity, PMS
data/SIP returns/factsheets) and other product reports required for
prospect and existing clients.
4. Prepare monthly product based updates - MF reckoner, Performance
update on MFs, PMS & AIF, Product presentations etc.
5. Keeping abreast of the new ideas & products bought up in
MF/Alternates industry and track of what new investment ideas
competitive firms are coming out with
4. Portfolio consolidation for portfolio reviews & portfolio specific analytics
6. Prepare reports and insight documents perdiocally
7. Special Projects to enhance and automate using technology and
also evaluate external vendors.
**Location **Kalina - Mumbai (WFO)
1. Good understanding of Equity and Debt markets and their functioning.
2. Sound knowledge of analytical calculations using MS Office,
**Requisites**
3. Proficiency in ACE MF, Bloomberg, ACE Equity, Capital IQ or similar
software/tools etc.
4. Updated knowledge of current market trends & macroeconomics
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