Description
- Radical customer centricity
- Ownership-driven culture
- Keeping everything simple
- Long-term thinking
- Complete transparency
Job Description:
Responsible for research and coverage of high end investment products, this role ensures the firm maintains a live universe of curated investment ideas, supported by data, rationales, and manager intelligence.
Key Responsibilities:
- Track new product launches across MF, PMS, AIFs, Structured Products.
- Build and maintain a central repository of data, research, and collaterals.
- Liaise with asset managers to form house views and provide inputs for product whitelisting.
- Develop rationales for product approvals to the Investment Committee.
- Maintain active touchpoints with fund managers, recording insights and updates.
- Support Wealth Partners with product intelligence and joint calls.
Candidate Requirements:
- 2-3 years in wealth/product research.
- Strong analytical and financial writing skills.
- Understanding of PMS, AIF, and structured products.
- Relationship management capability with AMCs/fund houses.
- 2-3 years in wealth/product teams at private banks or AMCs
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