Job Summary

Discretionary Portfolio Management (DPM) Product Specialist, AS

Location

Mumbai, India

Role Description
The Managed Solutions - Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing valuable quality content for the DPM team.
The team members will be expected to prepare pre-sales and post sales material for the DPM team in the USA.
This also provides an excellent prospect to work with portfolio managers as well as sales team to provide client centric materials.

Your Responsibilities
Produce marketing materials for DPM teams and update them as required
Performance reporting, update pitchbooks and newsletters
Produce pitches for tailored mandates
Keep templates updated as per branding and compliance requirements
Make marketing materials available on relevant platforms/intranet pages in a timely manner
Engage with multiple stakeholders to gather data and provide output of optimum quality
Identify inconsistencies in the data or processes, if any and escalate if necessary

Your Skills and Experience
Minimum post graduate degree with focus on Finance, Management or similar. CFA / FRM / CA will be preferred




Understanding of global capital markets and discretionary portfolio management business
Working in the financial services industry with prior experience with advisory solutions or discretionary management teams
Advanced knowledge of MS Excel and PowerPoint is a must.
Outstanding interpersonal and communication skills.
Ability to work under limited or no supervision while adhering to timelines

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

How we'll support you
Training and development to help you excel in your career
Coaching and support from experts in your team
A culture of continuous learning to aid progression
A range of adaptable advantages that you can tailor to suit your needs

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Discretionary Portfolio Management Professional Mumbai
🏢 Deutsche Bank
📍 Mumbai