SG Analytics (SGA), a Straive company, is a leading global data and AI consulting firm delivering solutions across AI, Data, Technology, and Research. With deep expertise in BFSI, Capital Markets, TMT (Technology, Media & Telecom), and other emerging industries, SGA empowers clients with Ins(AI)ghts for Business Success through data-driven transformation.

A Great Place to Work® certified company, SGA has a team of over 1,600 professionals across the U.S.A, U.K, Switzerland, Poland, and India. Recognized by Gartner, Everest Group, ISG, and featured in the Deloitte Technology Fast 50 India 2024 and Financial Times & Statista APAC 2025 High Growth Companies, SGA delivers lasting impact at the intersection of data and innovation.

The Investment Product Expert cooperates with the Investment GES team members in Mumbai as well as with the different colleagues of the Investment Content organization in Switzerland and works in close collaboration with Investment Specialists covering Funds and Structured Products.

The role is for one of the leading swiss bank based out of Mumbai.

Key Responsibilities:

• Create and update investment product marketing materials for sales and relationship managers using PowerPoint, mainly covering structured products, investment funds, and alternative investments.

• Lead the end-to-end process of creating client-ready marketing materials for investment products.

• Create client-ready marketing materials for in-focus investment products across established platforms, including Weekly Top Convictions, Market Outlook product offerings, and Structured Products booklets

• Contribute to Market Outlook campaigns by distilling complex research and product information into explicit, concise, and client-friendly marketing materials

• Ensure content quality through editing and proofreading and publish it across various distribution channels using our content management tools.





• Maintain and update investment product-related content and marketing materials.

• Perform data analytics tasks and automate processes along the Content Value Chain. SKILLS

REQUIREMENTS OF THE POSITION

Personal and Social

• Client-centric approach for all deliverables

• Actively taking ownership/responsibility and passion to come up with new things to drive investment product sales

• Minimum 5 years of experience in the financial products industry with a strong understanding of financial markets

• In-depth knowledge of investment products, including structured products, investment funds, and alternative investments, with a strong focus on structured products

• Solid understanding of investment product performance and working knowledge of derivatives, particularly to interpret structured product pay-offs

• Hands-on experience with Bloomberg and Morningstar Direct, with the ability to source, analyse, and interpret data for investment content development

• Proven ability to create high-quality, client-ready investment product marketing materials, particularly in presentation (PowerPoint) format

• Strong capability to translate complex research material into clear, concise, and impactful marketing content (e.g., Market Outlook campaigns or similar initiatives)

• Excellent English skills with strong writing, editing, and communication capabilities

• Project management experience, with the ability to manage multiple deliverables across content platforms

• Degree in Finance or a related field

• Proficiency in Microsoft Office (PowerPoint, Excel, Word, SharePoint); familiarity with content management systems and marketing automation tools

• Familiarity with regulatory requirements and adherence to internal compliance standards.

We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, or any other legally protected status.

📌 Investment Product Specialist (Mumbai)
🏢 Straive
📍 Mumbai