Dear Candidates, Greetings from Infinity Career Connect! We are hiring Manager Research and Product Management for a reputed Investment Advisory firm in Mumbai. Location: Andheri, west Communication Skills: Excellent CTC: 12LPA - 14LPA Job Description: Overall responsibility of overseeing all research team tasks Managing all team deadlines regarding research responsibilities within agreed turnaround timelines and as per defined processes Validation and finalization of research outputs before release by team Ensuring adherence to weekly and monthly research work schedules and calendars Building and refining processes and reporting in research and analysis Assisting team in detailed research on multiple financial products with agreed turnaround timelines. Building and/or refining existing research models - Mutual funds - Equities - PMS, AIFs - Bonds - Real Estate - Commodities - Alternative assets - Life Insurance / Health insurance / Other insurance - IPOs - Financial Planning and Personal Finance Trends - Macro Economy / Domestic and Global Economy -Other Assets Model Portfolio design, upkeep, analysis and presentation Back testing of research outcomes to check quality of research models Initiatives on introduction of new products / solutions - sourcing, development , tie-ups and management Releasing research reports on multiple products and asset classes within agreed turnaround timelines Overseeing creation of house view and market outlook within agreed turnaround timelines Regular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on markets and products Daily meetings for sharing macro views on global/local economy and global/local financial markets and relevant personal finance trends / financial news / events Presenting research updates to clients and teams on an ongoing basis Identifying training needs and training the research team Hiring/recruitment of research team Overseeing creation of content / commentaries / research reports / presentations for teams / clients / prospects via newsletters, social media, blogs, case studies, articles, etc. and coordination with marketing consultants for necessary inputs Coordination with marketing consultants for effective dissemination of Plan Ahead research and product content to clients Overseeing updation of website, blog, social media to showcase research content Coordinating with the planning team for portfolio recommendation inputs and client queries and implementation updates on the same Research software housekeeping and evaluation of new softwares Skills required: 10+ years of experience in the area of wealth management / research / capital markets Ability to be constantly updated on global and local financial markets and events Updated knowledge of stock markets, debt markets, mutual funds, insurance and other areas such as Gold, Real Estate, Commodities, Macroeconomics, Taxation Comfortable with numbers and a quantitative environment Excellent analytical ability Excellent written and oral communication skills to be able to write research reports independently Sound product knowledge and understanding of various financial asset and liability products Portfolio and product design knowledge Willingness to attend/hold meetings inside and/or outside office whenever needed Comfortable with meeting and interacting with people Strong passion for working in a fast paced and result oriented environment Ability to take initiative and execute assigned tasks in a timely and flawless manner Comfortable with quick turnarounds and deadlines for self and team Should have NISM VA MF certification, NCFM CMDM, NISM Series VIII., NISM XXIA CFP / CWM / CFA would be an advantage Interested candidates please share updated resume to
Job Title
Research Analyst