Investment Product Manager

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 2,000,000 - 3,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd, Mumbai, seeks a seasoned professional to lead investment products—Mutual Funds, PMS and AIFs—end to end, aligning ideas with market outlook. You will drive MF ranking, updates, and model portfolios while interfacing with fund managers and scouting new ideas.

Strong communication, Excel skills, and NISM certifications are preferred. The role includes creating market notes and MIS, with active RM engagement.

Qualifications

• MBA/CA/CFA with 5-8 years in investment products.
• Understanding mutual funds, PMS, AIF taxation and schemes.
• Updated knowledge on markets and economics.
• Excellent report writing and Excel skills.

Responsibilities

• Lead investment products like Mutual Funds, PMS and AIFs end to end.
• Run independent MF ranking/evaluation and quarterly outputs.
• Prepare and maintain product updates and factsheets on Anand Rathi platform.
• Maintain and evaluate Model Portfolio on an ongoing basis.
• Interact with Fund Managers and create internal notes.
• Scout for new market ideas across MF, PMS, AIF, InvITs, etc.
• Create market updates, news and trends in MF industry or macro outlook.
• Create MIS related to products and ensure maintenance.
• Engage with RMs to resolve queries and provide product trainings.

Skills

Communication skills

Report writing

Excel proficiency

Education

MBA in Finance

CFA/CA

NISM Series V A / XXI A

Tools

Excel

Job description

• Leading the investment products like Mutual Funds, PMS and AIFs in terms of ownership from end to end. Responsible for bringing new ideas after understanding their positioning in line with market and internal outlook
• Running independent MF ranking/evaluation and maintain the quarterly ranking output
• Prepare and maintain product updates and factsheets for all products on Anand Rathi platform
• Maintain and work on Model Portfolio on ongoing basis; evaluate its existing framework time to time
• Interacting with Fund Managers, understanding their market outlook and creating a note for internal circulation
• Scouting for new ideas in market across all investment products (MF, PMS, AIF, InvITs etc) and ensuring closing end to end
• Creating various market updates, news and trends in Indian Mutual Fund industry or any macro-outlook
• Creating all possible MIS related to products available on platform and ensure its maintenance
• Engaging with all RMs (region wise) to ensure to solve their queries, imparting product trainings, resolving day to day to queries etc

Qualifications:

• Should have MBA (Finance) / Post Graduate (MBA preferably) / CFA / CA with minimum 5-8 years of relevant Investment Products experience along with necessary NISM certifications like Series V A (Mutual Funds), XXI A (PMS) or any other certifications as and when required by regulatory bodies
• Needs to be conversant with the working of mutual funds and other investments – including their taxation, types of schemes, etc
• Updated knowledge about the markets and economic developments
• Excellent report writing and communication skills along with proficiency in excel