Manager Research and Product Management

5 days ago

Mumbai, Maharashtra, India Plan Ahead Wealth Advisors Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Description:

Overall responsibility of overseeing all research team tasks

Managing all team deadlines regarding research responsibilities within agreed turnaround timelines and as per defined processes

Validation and finalization of research outputs before release by team

Ensuring adherence to weekly and monthly research work schedules and calendars

Building and refining processes and reporting in research and analysis

Assisting team in detailed research on multiple financial products with agreed turnaround timelines. Building and/or refining existing research models

  • Mutual funds

  • Equities

  • PMS, AIFs

  • Bonds

  • Real Estate

  • Commodities

  • Alternative assets

  • Life Insurance / Health insurance / Other insurance

  • IPOs

  • Financial Planning and Personal Finance Trends

  • Macro Economy / Domestic and Global Economy

-Other Assets

Model Portfolio design, upkeep, analysis and presentation

Back testing of research outcomes to check quality of research models

Initiatives on introduction of new products / solutions - sourcing, development , tie-ups and management

Releasing research reports on multiple products and asset classes within agreed turnaround timelines

Overseeing creation of house view and market outlook within agreed turnaround timelines

Regular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on markets and products

Daily meetings for sharing macro views on global/local economy and global/local financial markets and relevant personal finance trends / financial news / events

Presenting research updates to clients and teams on an ongoing basis

Identifying training needs and training the research team

Hiring/recruitment of research team

Overseeing creation of content / commentaries / research reports / presentations for teams / clients / prospects via newsletters, social media, blogs, case studies, articles, etc. and coordination with marketing consultants for necessary inputs

Coordination with marketing consultants for effective dissemination of Plan Ahead research and product content to clients

Overseeing updation of website, blog, social media to showcase research content 

Coordinating with the planning team for portfolio recommendation inputs and client queries and implementation updates on the same

Research software housekeeping and evaluation of new softwares

Skills required:

10+ years of experience in the area of wealth management / research / capital markets

Ability to be constantly updated on global and local financial markets and events

Updated knowledge of stock markets, debt markets, mutual funds, insurance and other areas such as Gold, Real Estate, Commodities, Macroeconomics, Taxation

Comfortable with numbers and a quantitative environment

Excellent analytical ability

Excellent written and oral communication skills to be able to write research reports independently

Sound product knowledge and understanding of various financial asset and liability products

Portfolio and product design knowledge

Willingness to attend/hold meetings inside and/or outside office whenever needed

Comfortable with meeting and interacting with people

Strong passion for working in a fast paced and result oriented environment 

Ability to take initiative and execute assigned tasks in a timely and flawless manner 

Comfortable with quick turnarounds and deadlines for self and team

Should have NISM VA MF certification, NCFM CMDM, NISM Series VIII., NISM XXIA

CFP / CWM / CFA would be an advantage

Location :-
Andheri(W), Mumbai.

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