Product Specialist - Fund Solutions APAC

Credit Suisse
Mumbai, India
13 Oct 2019
24 Oct 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
We Offer
  • To support the fund specialists on-shore to drive sales effort via improved pre- and after- sales services
  • To understand all the funds (MFs/ETFs/HFs/PE) on the platform and be a guide for all fund related queries from the bankers
  • To help the specialists prepare fund pitches, presentations for their monthly market meetings and global fund analyst call
  • Fund Selection Support:
  • To help the specialist with peer group analysis, organize fund manager presentations and perform fund due diligence
  • To continuously liaise with the fund providers to monitor the fund both quantitatively and qualitatively
  • To ensure an overall sound risk & quality management for all funds part of the platform by working on Product Governance tasks, ensuring availability of all the meaningful product documentations and marketing materials
  • Track sales of the actively promoted funds on the platform. Analyze trends by data mining and generate business cases by using data analytics
  • Prepare monthly management reports on AUM, sales and revenues growth
  • Handle partner's expectations

You Offer

  • You have advanced degree in finance, preferably with a technology background
  • You have 2-3 years of experience in asset allocation and portfolio management
  • You are well versed Mutual funds, ETFs and Hedge funds along with financial derivatives
  • You should be able to work with VBA/MS Access and other End user computing tools
  • You have knowledge of financial systems such as Bloomberg/Morningstar will be an advantage
  • You have self-guided and ambitious personality
  • You have professional certifications like CFA, FRM, CAIA etc. would be preferred
  • You have very strong communication skills to build consensus and momentum among key partners
  • You have deep knowledge of excel macros (VBA) and Microsoft Access will be preferable
  • You have structured problem solving approach and ability to develop pragmatic, practical solutions
  • You are a self-starter, motivated, ability to work in a dynamic and a fast pace ecosystem