Private Market Product Management, Investment Solutions, Analyst/Associate, Wealth Management

Overview

Support product management activities for Alternative Investments within Wealth Management’s Investment Solutions group. The role supports offerings on Wealth Management Alternative Investments platforms following launch.

What you'll do

• Develop and maintain subject-matter expertise in Alternative Investments products.
• Support fund launches and setup activities, process changes, Financial Advisor communications, and fund inventory maintenance.
• Coordinate updates to offering documents and marketing materials.
• Maintain active relationships with fund managers to stay informed of fund developments.
• Participate in product review and technology or platform committees, serving as a subject-matter expert for the relevant products.
• Maintain policies and procedures.
• Identify opportunities to strengthen controls and mitigate risks.
• Partner with Internal Audit and Product Risk.
• Serve as a point of contact for asset managers and sponsors on prospectus and contract reviews, product changes, share-class conversions, trading support, and related matters.
• Contribute actively to product management projects and strategic initiatives.

What you'll need

• 3–5 years of professional experience in the financial services or wealth management industry.
• Bachelor’s degree in a related field, such as finance, accounting, mathematics, or economics.
• Strong knowledge of and interest in alternative investments.
• Excellent analytical and communication skills.
• Strong attention to detail.
• A proactive mindset.
• Proficiency in Microsoft Word, PowerPoint, and Excel, including functions, formulas, and macros.
• Sound judgment in prioritizing, evaluating, and sharing information appropriately, including identifying matters that require escalation.
• Ability to work independently and manage multiple assignments concurrently while meeting deadlines and maintaining the group’s standards.
• Strong interpersonal, collaboration, and teamwork skills, including the ability to work effectively with third-party investment managers.

Nice to have

• Prior experience managing strategic initiatives.
• Experience in product management for alternative investments or private markets.

Details

• Location: Mumbai, India.