Role & responsibilities

Investment Ideation & Execution : Lead the ideation team to generate client-centric investment ideas across multiple asset classes; Equity, Fixed Income, Commodities, and Real Estate.

Conduct macroeconomic analysis to support investment strategies.

Analyze and identify potential investment opportunities.

Assist in portfolio management by selecting and recommending stocks, bonds, equity mutual funds, fixed income mutual funds, and commodities.

Guide the team to develop and present investment proposals to clients.

Client Advisory: Collaborate with the team to advise clients on portfolio management and asset allocation.

Participate in the creation of investment strategies tailored to client needs.

Strategic Support: Assist the Founders in decision-making processes and the development of investment strategies.





Prepare presentations and reports using PowerPoint and Excel to communicate investment ideas and strategies effectively.

Demonstrated proficiency in writing, with the ability to produce explicit and compelling investment reports and presentations.

Preferred candidate profile

Strong macroeconomic understanding and fundamental research skills. Proficiency in analyzing financial statements. In-depth knowledge of equity mutual funds, fixed income mutual funds, and bonds. Familiarity with portfolio management and asset classes like stocks, bonds, and commodities. Proficient in PowerPoint and MS Excel. Excellent communication skills, both written and verbal. Qualified demeanor with a robust sense of integrity and responsibility. Ability to lead a team.

📌 Product Head Mumbai
🏢 Zecruiters Jobconnect
📍 Mumbai