Product & Research

6 days ago


Mumbai, Maharashtra, India Equirus Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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

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

Roles & Responsibilities
:

  • Institutionalizing the Advisory framework - identifying global macro trends and the impact thereof on financial markets and client portfolios.
  • Assimilate and disseminate house views on the 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 be part of the core team, at a group level.


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