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- Be the subject matter expert to enable our financial advisor to deliver investment strategy and transactions for different asset classes to HNWI clients
- Provide customized planning in terms of financial calculation to go above and beyond in creating a unique product range by identifying patterns and revenue opportunities
- Develop and test pricing, execution, and risk management strategies using financial modeling, and backtesting to optimize returns and mitigate risks
- Building, maintaining, and upgrading applications & tools needed to ensure a smooth operations process
- Collaborates with the relevant teams such as Technology, Growth, and Operations by providing a clear timeline to make sure the project delivery and transaction executions
- Bachelor's Degree in Financial Engineering/Finance/Mathematics or other relevant major from a reputable university
- Min. 5+ years experience working in the Wealth Management/Asset Management/ Fund Management fields
- Holds CFA level 3 certification
- Has experience managing the entire lifecycle of investment products, from ideation, analysis, and backtesting to implementation
- Strong communication and presentation skills
- Supportive teammates
- Health insurance benefits
- Self development activities that support careers
- Hybrid working arrangement
What you need to know about the Hyderabad Tech Scene
Because of its proximity to leading research institutions and a government committed to the city's growth, Hyderabad's tech scene is booming. With plans to establish India's first "AI city," the city is on track to become one of the world's most anticipated tech hubs, with companies like TransUnion, Schrödinger and Freshworks, among others, already calling the city home.


