Discretionary Portfolio Management Professional

Job Summary

Discretionary Portfolio Management (DPM) Product Specialist, AS

Location

Mumbai, India

Role Description

• The Managed Solutions - Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing good quality content for the DPM team.
• The team members will be expected to prepare pre-sales and post sales material for the DPM team in the USA.
• This also provides an excellent opportunity to work with portfolio managers as well as sales team to provide client centric materials.

Your Responsibilities

• Produce marketing materials for DPM teams and update them as required
• Performance reporting, update pitchbooks and newsletters
• Produce pitches for tailored mandates
• Keep templates updated as per branding and compliance requirements
• Make marketing materials available on relevant platforms/intranet pages in a timely manner
• Engage with multiple stakeholders to gather data and provide output of optimum quality
• Identify inconsistencies in the data or processes, if any and escalate if necessary

Your Skills and Experience

• Minimum post graduate degree with focus on Finance, Management or similar. CFA / FRM / CA will be preferred
• Understanding of global capital markets and discretionary portfolio management business
• Working in the financial services industry with prior experience with advisory solutions or discretionary management teams
• Advanced knowledge of MS Excel and PowerPoint is a must.
• Outstanding interpersonal and communication skills.
• Ability to work under limited or no supervision while adhering to timelines

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

How we'll support you

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.