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Senior, niche asset-management product-operations role in Mumbai reduces the candidate pool.
Role requires specific asset-management, DDQ, and fund-marketing experience, limiting cross-industry transferability.
Explicit 8–12 years plus mandatory asset-management, DDQ, Bloomberg, Salesforce, and compliance experience increases screening strictness.
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Lead preparation and submission of Client Due Diligence Questionnaires (DDQs), RFI/RFPs, and consultant information requests for institutional and intermediary clients.
Ensure accuracy and consistency of investment product marketing materials and product information across internal systems, databases, third-party platforms, and websites.
Coordinate with Compliance and internal teams to ensure regulatory compliance and maintain operational controls including SOPs and risk registers.
8 to 12 years of experience in Asset Management, PMS, AIF, Mutual Funds, or Institutional Investment Management.
Bachelor's degree in Commerce or MBA with specialization in Finance or Marketing.
Proficiency with MS Excel, Word, PowerPoint, Adobe Editor, Bloomberg, Reuters, and experience managing consultant databases and Salesforce usage.
Work location: Churchgate, Mumbai.
Experience managing end-to-end product operations related to investment products including marketing document preparation and compliance coordination.
Comfortable working cross-functionally with Compliance, Investments, Sales, and Operations teams to drive process improvements.
Senior professional accustomed to managing complex documentation, regulatory adherence, and product messaging consistency in institutional investment contexts.