Discretionary Portfolio Management (DPM) Product Specialist, AS

Deutsche Bank AG; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Best leave policy

Gender neutral parental leaves

Childcare assistance reimbursement

Education sponsorship

Employee Assistance Program

Hospitalization insurance for depend 2

Life insurance

Health screening for 35+

Job summary

Deutsche Bank AG in Mumbai seeks a Discretionary Portfolio Management (DPM) Product Specialist to support the Managed Solutions team. The role involves preparing pre-sales and post-sales content for the DPM team in the USA and collaborating with portfolio managers and the sales team to deliver client-centric materials.

The position requires a postgraduate finance/management degree and familiarity with capital markets, plus strong Excel and PowerPoint skills.

Qualifications

• Post graduate degree in Finance, Management or similar.
• CFA/FRM/CA will be preferred.
• Understanding of global capital markets and discretionary portfolio management business.

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 elevate if necessary.

Skills

MS Excel

PowerPoint

Interpersonal communication

AI tools usage

Global capital markets knowledge

Education

Postgraduate degree in Finance/Management

CFA/FRM/CA preferred

Tools

MS Excel

PowerPoint

Job description

Job Title- 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 good 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 opportunity to work with portfolio managers as well as sales team to provide client centric materials.

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key 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 elevate 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 flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information: https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

More information at: Deutsche Bank Careers (db.com)