Global Investment Product Analyst

AB

Pune, India
Microsoft excel proficiency with pivot tables
Microsoft powerpoint presentation skills
Creative thinking for complex problems
The role offers a unique opportunity to own two remits across different teams over a two to four-year period

Job Summary

  • The role offers a unique opportunity to own two remits across different teams over a two to four-year period.
  • Analysts are expected to prepare marketing materials, analyze competitive positioning, and contribute to portfolio performance commentaries.
  • Successful completion of the program may lead to placement in a full-time position within the supported team or other areas of interest.

Matching Summary

The role offers a unique opportunity to own two remits across different teams over a two to four-year period.

Skills & Requirements

Must-have

  • Microsoft Excel proficiency with pivot tables
  • Microsoft PowerPoint presentation skills
  • Creative thinking for complex problems
  • 3-5 years progressive experience
  • Strong verbal and written communication

Nice-to-have

  • Experience in asset management or financial services
  • Progress toward CFA or CFP designation
  • Degree from a premier university
  • Ability to leverage technology for automation
  • Interest in client group career path

Key Requirements

  • 3-5 years of relevant professional experience
  • Top priority on creative thinking capabilities
  • Proficiency in Excel functions like VLOOKUP and SUMIFS
  • Demonstrated ability to manage multiple priorities simultaneously
  • Progress toward CFA, CFP, or similar certification preferred

Work Rights

Not specified

Tailored Resume

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