Research Analyst/ Product manager

AnandRathi; Mumbai Suburban; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Anand Rathi in Mumbai is seeking a seasoned Investment Products Manager to lead MF, PMS and AIF initiatives end-to-end. You will own product positioning, develop updates, and interact with fund managers to translate market outlook into actionable notes.

You will also maintain model portfolios, generate market updates, and build MIS while training RMs and ensuring accurate quarterly rankings. A strong finance background and NISM certifications are essential.

Qualifications

• MBA/CA/CFA with 5-8 years of investment products experience and NISM certifications.
• Deep understanding of mutual funds, PMS, AIFs, and taxation.
• Strong market insights and current market developments.
• Excellent report writing and Excel skills.

Responsibilities

• Leading investment products like MF, PMS and AIFs end-to-end ownership.
• Running independent MF ranking/evaluation and quarterly rankings output.
• Prepare and maintain product updates and factsheets on Anand Rathi platform.
• Maintain and update Model Portfolio; evaluate the framework periodically.
• Interacting with Fund Managers and creating internal notes on outlook.
• Scout for new ideas across MF, PMS, AIF, InvITs and close end-to-end.
• Create market updates, news and trends in Indian mutual funds and macro outlook.
• Create MIS related to products and ensure its maintenance.
• Engage with RMs to resolve queries and impart product trainings.

Skills

Investment products

Mutual Funds

PMS

AIFs

Market research

Report writing

Excel proficiency

Education

MBA in Finance

CFA

CA

NISM Series V A

NISM Series XXI A

Tools

Excel

Job description

Role & Responsibilities:

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