Description
We are seeking a Discretionary Portfolio Management (DPM) Product Specialist to join our team in Mumbai.
The Managed Solutions – Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing high-quality content for the DPM team.
Key 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
Requirements:
- Minimum post graduate degree with focus on Finance, Management or similar
- 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
What We Offer:
- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
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