Overview
Job opening for Product Analyst role in a Leading AMC at Mumbai.
Role: Product Analyst
Location: Mumbai
Working Days: 5 Days
Work Mode: Work from Office
Roles & Responsibilities:
– Regularly analyze and track the performance of AIF & PMS products.
– Conduct competitor benchmarking and market research to identify industry trends and gaps.
– Prepare product notes, fact sheets, and investment strategy presentations.
– Partner with the sales team by providing in-depth product insights and client-focused proposals.
– Liaise with fund managers and investment teams to gather data, market views, and commentary.
– Monitor regulatory updates from SEBI, RBI, and other authorities relevant to AIF & PMS.
– Maintain internal dashboards and product comparison tools for business stakeholders.
– Assist in quarterly product reviews and performance update reports.
– Contribute data-driven insights for marketing initiatives, campaigns, and investor communications.
– Work closely with compliance and legal teams to support product documentation and approvals.
Key Requirements:
– MBA/PGDM in Finance, Economics, or related discipline; CFA qualification preferred.
– 3 to 6 years of experience in product analysis, investment research, or wealth management.
– Strong knowledge of AIF & PMS structures, investment strategies, and SEBI regulations.
– Exceptional analytical and quantitative skills with proficiency in Excel, PowerPoint, and financial data tools (e.g., Morningstar, Bloomberg).
– Strong communication, presentation, and stakeholder engagement skills.
Preferred Attributes:
– Prior experience with a PMS/AIF provider, wealth management firm, or asset management company (AMC).
– Familiarity with client risk profiling, suitability assessment, and advisory frameworks.
– Ability to interpret financial statements, analyze performance ratios, and evaluate fund structures.