Discretionary Portfolio Management (DPM) Product Specialist, AS

Overview

Produce high-quality pre-sales and post-sales marketing content for the Discretionary Portfolio Management (DPM) team in the USA, working with portfolio managers and the sales team to deliver client-centric materials.

What you'll do

• Produce marketing materials for DPM teams and update them as required
• Prepare 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 and escalate if necessary

What you'll need

• 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
• 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 and optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs

Nice to have

• CFA, FRM or CA certification

Details

• Location: Mumbai, India