Research - Product - Wealth - Mumbai - Lodha I-Think Techno Campus

Tata Capital; Thane; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Tata Capital seeks a motivated professional to conduct in-depth research on investment products like Mutual Funds, PMS, and AIFs, tracking performance and delivering actionable insights. The role involves collaborating with product teams and AMCs to refine offerings, stay updated on market trends, and evaluate financial software for automation to boost research efficiency.

You will also develop and deliver training on new findings, market developments, and product updates, while ensuring strong

Qualifications

• Postgraduate qualification in finance or equivalent is preferred.
• Strong analytical and quantitative skills are required.
• Excellent communication and presentation abilities are essential.

Responsibilities

• Conduct in-depth analysis and prepare reports on investment products such as Mutual Funds, PMS, and AIFs.
• Collaborate with product teams and AMCs to design/refine offerings.
• Stay updated on market trends to inform investment strategies.
• Evaluate financial software for automation to improve research efficiency.
• Develop and deliver training on research findings and market insights.

Skills

MS Excel

Communication

Client understanding

Education

MBA/PGDBA/PGPM in Finance or CFA/CA

Tools

Financial software

Job description

Job Description:

Job Purpose
The role involves conducting in-depth research on investment products like Mutual Funds, PMS, and AIFs, tracking their performance, and providing actionable insights. Collaborate with internal teams and AMCs to develop and refine products, stay updated on market trends, and deliver training sessions. Additionally, evaluate financial software for automation to enhance research efficiency and support data-driven decision-making.

Main Accountabilities

Research and Analysis:

• Conduct thorough analysis and prepare detailed reports on Mutual Funds, PMS, and AIFs
• Track and analyze the performance of existing investment products, providing regular updates and recommendations.
• Analyze new investment products entering the market and assess their suitability for our client base.

Collaboration with Product Team:

• Collaborate with the product team to design and refine investment products aligned with market opportunities and client needs.
• Work closely with AMCs to evaluate new products and enhance existing offerings.

Market Insights and Strategy:

• Stay abreast of market trends and economic developments to provide timely and relevant insights impacting investment strategies.

Technology and Automation:

• Evaluate various financial software solutions for data management and automation of research activities.

Team Training

• Develop and deliver training sessions for internal teams on new research findings, market trends, and product updates.

Others

• Proficient with Microsoft office tools including excel skills
• Good verbal and written communication skills
• Ability to understand new products and client requirements

Qualifications

• Minimum Degree: Post Graduation (MBA/PGDBA/PGPM in Finance or Equivalent/ CFA/ CA would be preferred)