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Interesting Job Opportunity: Valueplus Technologies - Investment Strategist

Salary

₹0.4 - 0.6 LPA

Min Experience

3 years

Location

Chennai, Tamil Nadu, India

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

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)

About the company

Valueplus Technologies

Skills

research
product
business development
mutual funds
advisory
wealth management
private banks
financial media
rating agencies
feasibility studies
market research
regulatory compliance
stakeholder management
performance monitoring
reporting
product lifecycle management
investor communication
risk management