Senior Financial Product Specialist

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Title : Senior Financial Product Specialist

Experience : 5-8 Years

Location : Gurgaon

Roles & Responsibilities

Conduct research & due diligence on Mutual Funds PMS AIFs MLDs InvITs & REITs.
Build model portfolios and asset-allocation frameworks.
Prepare product notes research reports & governance documents.
Support RMs with proposals portfolio reviews & recommendations.
Maintain approved product list and ensure regulatory compliance.
Track markets macro trends and AMC/product updates.

Requisites

Strong knowledge of mutual funds PMS alternate investments & structured products.
Skilled in asset allocation product due diligence & portfolio analytics.
Proficient in Excel/analytics and investment writing.
Experience in wealth management research or advisory roles preferred.
MBA/CFA/NISM certifications preferred.

Required Skills:

Mutual FundsAIFMLDPortfolio AssessmentDue Diligence

Job Title : Senior Financial Product Specialist Experience : 5-8 YearsLocation : GurgaonRoles & Responsibilities Conduct research & due diligence on Mutual Funds PMS AIFs MLDs InvITs & REITs. Build model portfolios and asset-allocation frameworks. Prepare product notes research reports & governan...