Interesting Job Opportunity: Valueplus Technologies - Investment Strategist

We are seeking a highly passionate and skilled investment strategist to join our team. This role is suitable for candidates with 3+ years of experience in research, product, or business development functions within mutual funds, advisory, wealth management, private banks, financial media, or rating agencies.

Product Conceptualization And Development

• Identify market needs and opportunities to develop mutual fund investment strategies
• Conduct feasibility studies and market research to validate concepts.
• Design features, strategies, and structures in collaboration
  
  

Market Research And Analysis

• Analyze market trends, competitor products, and investor preferences.
• Gather insights from mutual fund distributors advisors, clients, and industry reports to build relevant investment strategies
  
  

Regulatory Compliance

• Ensure all communication and development comply with regulatory requirements and industry standards.
• Collaboration and Stakeholder Management:
• Work closely with internal teams, including tech, marketing, sales, and operations, to develop and launch Mutual Fund strategies.
• Coordinate with external partners, such as Mutual fund companies, partners, and vendors.
  
  

MF Investment Strategy Launch And Implementation

• Develop and execute product launch plans, including marketing strategies, sales training, and communication plans.
• Oversee the implementation of new products, ensuring all operational aspects are in place.
  
  

Performance Monitoring And Reporting

• Monitor the performance of mutual fund products against benchmarks and objectives.
• Prepare regular performance reports and presentations for senior management and stakeholders.
  
  

Product Lifecycle Management

• Manage the product lifecycle from inception to maturity, including product enhancements, repositioning, and closures.
• Conduct periodic reviews to assess product performance and relevance in the market.
  
  

Investor Communication

• Develop and update investment strategies literature
• Communicate product features, performance, and updates to internal team and distribution partners.
  
  

Risk Management

• Identify and manage risks associated with investment strategies
• The role will be suitable for candidates with 3+ years of experience in research/product/business development functions of mutual funds, advisory, wealth management, private banks, financial media, or rating background: Preferably CA, CFA, MBA, Post Graduate or PhD in Economics or Finance
  
  

Location: Chennai

Compensation: The offered compensation package will be based on the candidate's prior experience and current Cost to Company (CTC)

(ref:iimjobs.com)

Valueplus Technologies