Investment Strategist

AssetPlus; Chennai; On-site; INR 6,00,000 - 10,00,000; Full time

Job summary

An established industry player is looking for a passionate investment strategist to join their dynamic team. This role offers the opportunity to shape mutual fund investment strategies, conduct in-depth market research, and ensure compliance with industry standards. The ideal candidate will have a strong background in investment strategy development and stakeholder management, with at least 3 years of relevant experience. Join a vibrant team that promotes career growth and offers a collaborative work environment, along with exciting perks like complimentary lunches and regular team outings. This is a fantastic opportunity to make a significant impact in the investment sector.

Benefits

Complimentary lunch

Regular team outings

Career growth opportunities

Team engagement activities

Qualifications

• 3+ years of experience in investment strategy roles, particularly in mutual funds.
• Strong analytical skills with a focus on market trends and competitor analysis.

Responsibilities

• Develop mutual fund investment strategies based on market analysis.
• Ensure compliance with industry regulations and standards.
• Monitor product performance and prepare reports for stakeholders.

Skills

Investment Strategy Development

Market Research

Regulatory Compliance

Stakeholder Management

Risk Management

Education

CA

CFA

MBA

Post Graduate in Economics or Finance

PhD in Economics or Finance

Job description

About the role:

We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 3+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.

Product Conceptualization and Development:

• Identify market needs and opportunities to develop mutual fund investment strategies
• Conduct feasibility studies and market research to validate concepts.
• Design features, strategies, and structures in collaboration

Market Research and Analysis:

• Analyze market trends, competitor products, and investor preferences.
• Gather insights from mutual fund distributors,advisors, clients, and industry reports to build relevant investment strategies

Regulatory Compliance:

• Ensure all communication and development comply with regulatory requirements and industry standards.

Collaboration and Stakeholder Management:

• Work closely with internal teams, including tech, marketing, sales, and operations, to develop and launch Mutual Fund strategies.
• Coordinate with external partners, such as Mutual fund companies, partners, and vendors.

MF Investment Strategy Launch and Implementation:

• Develop and execute product launch plans, including marketing strategies, sales training, and communication plans.
• Oversee the implementation of new products, ensuring all operational aspects are in place.

Performance Monitoring and Reporting:

• Monitor the performance of mutual fund products against benchmarks and objectives.
• Prepare regular performance reports and presentations for senior management and stakeholders.

Product Lifecycle Management:

• Manage the product lifecycle from inception to maturity, including product enhancements, repositioning, and closures.
• Conduct periodic reviews to assess product performance and relevance in the market.

Investor Communication:

• Develop and update investment strategies literature
• Communicate product features, performance, and updates to internal team and distribution partners.

Risk Management:

• Identify and manage risks associated with investment strategies

The role will be suitable for candidates with 3+ years of experience in research/product/business development functions of mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.

Requirements:

Education background:

• Preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance

Location: Chennai

Compensation:

The offered compensation package will be based on the candidate's prior experience and current Cost to Company (CTC)

Why AssetPlus

• Exponential career growth
• Lucrative role and immense exposure to the industry
• High scope for learning and knowledge development
• Team engagement and culture-building activities
• Young and vibrant team
• Complimentary lunch
• Regular team outings