Product Specialist
6 days ago
We're Hiring – Investment Research & Advisory (MF/PMS) | Delhi | 5 Days WFO
An AI-enabled wealth management firm is expanding its core research and advisory team
If you're passionate about investment products, data-driven advisory, and shaping the next generation of AI-powered portfolios, this role is for you.
Role Overview
You will build and scale our advisory & investment product engine across Mutual Funds, PMS, asset allocation, and AI-driven advisory frameworks for affluent clients.
Key Responsibilities
MF & PMS Due Diligence
• Deep-dive research on AMCs, MF schemes, PMS strategies & Alternates (InvITs, REITs, MLDs, Credit funds)
• Maintain approved product lists
• Create high-quality product notes & research summaries
Asset Allocation & Advisory
• Build model portfolios across risk profiles
• Manage tactical & strategic asset allocation views
• Integrate research into our AI engine for scalable advisory
Product Governance
• Documentation & audit-ready processes
• Periodic reviews & performance tracking
• Ensure regulatory alignment across offerings
RM / Sales Support
• Prepare investment proposals
• Conduct portfolio reviews & insights for affluent clients
Ideal Candidate
• Strong expertise in MF/PMS research (Alternates exposure is a big plus)
• Experience in retail/affluent wealth management
• Analytical, data-driven, and comfortable writing crisp product notes
Location:
Delhi
Mode:
5 days Work From Office
If you're looking to be part of a high-innovation, AI-first wealth platform—
we'd love to connect
Interested? share CV at
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