This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Product Research & Strategy: Conduct qualitative and quantitative due diligence on investment products across MFs, PMS, AIFs, structured products, bonds & alternatives
Develop and maintain product notes, model portfolios, recommended lists, and thematic ideas aligned with client segmentation
Identify new ideas and thematic opportunities aligned to client segments
Investment Analysis & Reporting: Track macroeconomic trends, earnings cycles, and sector dynamics to inform portfolio positioning
Create and maintain model portfolios, monitor performance, and prepare periodic review decks
Generate customized product / asset allocation proposals for high-net-worth clients
Support the Investment Committee process by drafting IC memos, approval notes, and product documentation
Stakeholder Engagement: Liaise with AMCs, PMS/AIF managers, and other product manufacturers to source ideas and build strong relationships
Coordinate with internal teams — RMs, IB / Alternates desk, and compliance to deliver end-to-end solutions
Compliance and Process Enhancement: Ensure adherence to regulatory requirements while maintaining the confidentiality of sensitive client information
Support compliance teams in regulatory audits
Support process improvement initiatives, including standardizing templates for proposals, reviews, and reports
Requirements:
MBA (Finance) or equivalent
CFA is a plus
3 to 5 years in product research, investment advisory, or portfolio management within wealth management/Broking/Financial Services
Deep understanding of multi-asset investment products, portfolio construction, and risk assessment frameworks
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and familiarity with financial software/tools (like Morningstar, Bloomberg, or similar)
Excellent written and verbal communication skills to prepare investment notes and engage effectively with stakeholders
Ability to prioritize and deliver high-quality output under tight deadlines in a dynamic environment
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