- Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team
- Preparing various reports, strategy notes along with presentations.
- Constructing & reviewing asset allocation and model portfolios across asset classes.
- Automation of research processes & creating fund evaluation models.
- Hands on experience of platforms like ICRA, Morningstar is required.
- Working with a forward-looking perspective & should have a 5 to 10 year experience in a similar profile with Wealth Management / Private Banking set up.
- Qualification: Post Graduate with Specialization in Finance, CFA preferred.