Senior Financial Product Specialist - Investments
Stock Market Trading Asset & Wealth Management
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Job Description
We are hiring for a Senior Financial Product Specialist role with a leading AI-enabled wealth management firm serving affluent families
Key Responsibilities:
- Conduct deep research & due diligence on Mutual Funds, PMS, AIFs, InvITs, REITs, MLDs & Credit Funds
- Build model portfolios, tactical/strategic asset-allocation frameworks, and category analyses
- Prepare product notes, research reports, governance documentation, and product reviews
- Support RMs with client proposals, portfolio reviews, and investment recommendations
- Maintain an approved product list and ensure regulatory alignment & compliance adherence
- Track markets, macro trends, investment strategies & AMC/product insights
Requisites:
- 5-8 years of experience in MF/PMS/AIF research, wealth product advisory or investment research
- Strong understanding of mutual funds, PMS strategies, alternates & structured products
- Proficient in asset allocation, product due diligence, analytics & investment writing
- Experience in affluent/wealth management or advisory platforms
- Advanced skills in Excel, analytics & portfolio evaluation
Skills
Investment ResearchPortfolio ManagementWealth ManagementPmsAsset AllocationInvestment RecommendationsInvestment StrategiesReitsWealth ManagementInvestmentsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Drawing upon our extensive experience in the field of recruitment since 2001, we possess a profound comprehension of diverse domains and cutting-edge technologies, along with access to an exceptional talent pool. Our track record is defined by a series of triumphs in talent acquisition spanning various levels and geographical locations. Through our robust in-house training initiatives, our team is well-equipped with Market Intelligence, proficient in forming market connections, & distinguished by their Technical Excellence."
We embrace future challenges with confidence, rooted in innovation, excellence, and a client-centric focus.
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