Investment Product expert – Onsite

Aranca US Inc

Mumbai

On-site

INR 900,000 - 1,300,000

Full time

14 days+
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Job summary

Aranca US Inc is seeking an experienced Marketing Content Specialist to create client-ready marketing materials for investment products, including structured products, funds, and alternatives. You will lead end-to-end content development, distill complex research into concise marketing pieces, and ensure quality across channels.

Strong English writing and PowerPoint skills are essential. The role requires 5+ years in financial products, proficiency with Bloomberg and Morningstar Direct, and the

Qualifications

  • Minimum 5 years of experience in the financial products industry.
  • In-depth knowledge of investment products including structured products, funds, and alternatives.
  • Strong understanding of derivatives and structured product pay-offs.
  • Proficiency with Bloomberg and Morningstar Direct for data sourcing and analysis.
  • Proven ability to create client-ready marketing materials in PowerPoint.

Responsibilities

  • Create and update investment product marketing materials for sales teams.
  • Lead end-to-end creation of client-ready materials for investment products.
  • Produce materials for campaigns such as Market Outlook and Weekly Top Convictions.
  • Distill research into clear, concise content for marketing use.
  • Edit, proofread, publish across channels, and maintain content quality.
  • Perform data analytics tasks and automate processes in the Content Value Chain.

Skills

Client focus
Ownership
Attention to detail
Communication
Project coordination
Interpersonal skills
PowerPoint
Excel
SharePoint
Marketing automation tools

Education

Degree in Finance

Tools

Bloomberg
Morningstar Direct
PowerPoint
Excel
SharePoint

Job description

Key Responsibilities
  • Create and update investment product marketing materials for sales and relationship managers using PowerPoint, mainly covering structured products, investment funds, and alternative investments.
  • Lead the end-to-end process of creating client-ready marketing materials for investment products.
  • Create client-ready marketing materials for in-focus investment products across established platforms, including Weekly Top Convictions, Market Outlook product offerings, and Structured Products booklets
  • Contribute to Market Outlook campaigns by distilling complex research and product information into clear, concise, and client-friendly marketing materials
  • Ensure content quality through editing and proofreading and publish it across various distribution channels using our content management tools.
  • Maintain and update investment product-related content and marketing materials.
  • Perform data analytics tasks and automate processes along the Content Value Chain.
Skills Requirements of the Position
Personal and Social
  • Client-centric approach for all deliverables
  • Actively taking ownership/responsibility and passion to come up with new things to drive investment product sales
  • Positive attitude, flexible, and adaptable
  • Attention to detail and high-quality standards
  • Independent worker with excellent communication and coordination skills
  • Highly motivated with strong interpersonal skills
Professional and Technical
  • Minimum 5 years of experience in the financial products industry with a strong understanding of financial markets
  • In-depth knowledge of investment products, including structured products, investment funds, and alternative investments, with a strong focus on structured products
  • Solid understanding of investment product performance and working knowledge of derivatives, particularly to interpret structured product pay-offs
  • Hands-on experience with Bloomberg and Morningstar Direct, with the ability to source, analyse, and interpret data for investment content development
  • Proven ability to create high-quality, client-ready investment product marketing materials, particularly in presentation (PowerPoint) format
  • Strong capability to translate complex research material into clear, concise, and impactful marketing content (e.g., Market Outlook campaigns or similar initiatives)
  • Excellent English skills with strong writing, editing, and communication capabilities
  • Project management experience, with the ability to manage multiple deliverables across content platforms
  • Degree in Finance or a related field
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word, SharePoint); familiarity with content management systems and marketing automation tools
  • Familiarity with regulatory requirements and adherence to internal compliance standards
About Company

Founded in 2003, Aranca is a global research and advisory firm empowering decision makers from Fortune 500 companies, financial institutions, Private Equity and high potential start-ups with intelligence and insights to make better business decisions.

We enable this by bringing to play the right mix of the best data, the best methodologies, and the best talent to deliver value to our clients.

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