Product Head for Wealth Management company
Product Head for Wealth Management company
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Job Description
Role Overview:
We are looking for a highly experienced and analytically strong professional to lead Product & Research for our Wealth and MultiFamily Office Business. The role focuses on the evaluation and integration of advanced alternative investment productsAIFs PMS
longshort strategies private debt real estate special situations and derivativebased solutionsinto client portfolios.
The ideal candidate will bring 10 years of deep expertise in investment research product due diligence and multiasset portfolio construction with a strong command over alternative assets marketlinked structures and derivative strategies a proven track record managing or advising portfolios upwards of Cr. This is a key leadership position for someone passionate about product depth asset allocation and delivering bespoke investment solutions to UHNI and family office clients.
Key Responsibilities:
- Product Research & Analysis: Conduct indepth research and due diligence on
AIFs (I II & III) PMS Structured Products REITs and INVITs evaluating performance fund strategies risk metrics and generating comprehensive product notes and investment comparisons.
- Asset Allocation & Portfolio Strategy: Develop and implement tailored portfolio allocation models for UHNIs and family offices aligning client goals with suitable products through strategic and tactical asset allocation.
- Investment Committee Support: Serve as a key advisor to investment committees by presenting market intelligence investment ideas and product strategies to guide portfolio decisions.
- Product Innovation & Ideation: Identify evaluate and cocreate differentiated investment offerings in collaboration with platforms and fund partners staying ahead of market trends in alternatives and structured products.
- Reporting & Performance Review: Maintain analytical dashboards and produce periodic research reports market outlooks and performance reviews to support internal decisionmaking and client communication.
Qualifications & Experience:
- 12 years in wealth management investment research or asset management with a strong focus on alternatives (AIFs PMS).
- Strong track record of evaluating and advising on portfolios Cr and above.
- Deep understanding of investment product structures macroeconomic trends and client risk profiles.
- Exceptional analytical and financial modeling skills.
- CFA CA MBA (Finance) or equivalent qualification preferred.
- Strong communication and presentation skills for internal teams and client interfacing.
What We Offer:
- Strategic leadership role in one of Indias fastestgrowing multifamily office platforms.
- Competitive compensation with Fixed Performancebased Variable Pay ESOPs.
- Opportunity to work with toptier UHNIs and family offices.
- Collaborative culture with highimpact decisionmaking.
- Access to 100 established treasury relationships through IFA Global s strong institutional network.
- Opportunity to build and lead a key vertical of the firm from the ground up.
- Backed by IFA Global s proven industry track record and longstanding credibility.
Employment Type
Full Time
