8 - 12 years Churchgate, Mumbai
- 1. Lead the preparation and delivery of Client Due Diligence Questionnaires (DDQs), RFI/RFP submissions and consultant information requests for institutional and intermediary clients.
- 2. Prepare and review investment product marketing documents, including Newsletters, Factsheets, fund brochures, PPTs for marketing decks, covering notes for emailers, etc.
- 3. Ensure accuracy, consistency, and completeness of product information across internal systems, consultant databases & websites, Bloomberg, marketing materials, and third-party platforms.
- 4. Work in close co-ordination with Compliance team members to ensure all marketing materials comply with regulatory requirements, Quantum standards & ethics, etc.
- 5. Coordinate and validate responses across Investments, Sales, Compliance, and Operations.
- 6. Develop and update document content from first draft stage to final document stage, with facts and figures presented as graphs, charts, diagrams, tables, along with write-up of Investment Thesis, Market Commentary, Economic Outlook, etc.
- 7. Manage consultant databases and product information repositories.
- 8. Coordinate website content updates & product disclosures and ensure fund NAV updates on Bloomberg.
- 9. Ensure consistency of product messaging across all client-facing materials.
- 10. Drive continuous improvement in product documentation and process efficiency.
- 11. Maintain operational controls, SOPs and risk registers.
- 12. Lead usage of Salesforce as central system for delivery of newsletters.
- Experience across Product Management, DDQs, Consultant Databases, RFP, RFI.
- Strong understanding of investment products, trade lifecycle and investment compliance.
- Experience with MS – Excel, Word, PPT, Adobe Editor, Bloomberg, Reuters.
- B.com / MBA (Finance/Marketing)
- 8–12 years of experience in Asset Management, PMS, AIF, Mutual Funds or Institutional Investment Management.
