Fund Marketing Services



Reference code -

1 year ago

Education/ Experience and Skill Requirement
    • Minimum 1-4 years of experience in financial industry

    • Background in Finance. CFA/MS/MBA Finance preferred

    • Tech/BE/degree in computer science will be added advantage.

    • Knowledge and interest in Asset and Wealth Management industry and familiarity with industry jargon

    • Background in Capital Markets/Mutual Funds

    • Good knowledge of VBA, ability to write VBA macros will be added advantage


    The role entails the timely update of critical data of Asset management, Investment Banks on various third party databases and explore/implement scope for automating the process

    • Consultant database update(CDB) role involves updating of various vital and critical quantitative and qualitative data such as AUM, Fund holdings, PM team information etc. for Asset management firms, Investment banks on fixed intervals

    • Liaise with CDB team at the client end and other departments as needed, on timely basis to source information on various funds/strategies managed by the client

    • Assist with quantitative and qualitative data requests from internal and external business partners

    • Work on Request for Consultant Data Questionnaires (CDQs) / Request for Information (RFIs) for various investment products.

    • Coordinate quality checking and proofing of all information updated

    • Maintain existing¬† consultant database and templates

    • Ability to handle client pressure and timely deliveries of projects

    • Document, track and report processes and tasks

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Step 1

Resumes sourced from multiple sources will be evaluated vis-à-vis the required skill sets

Step 2

The HR will contact the shortlisted applicants for the interview process

Step 3

There will 2-3 rounds of interviews (Telephonic/Face to Face/Skype, etc.)

Step 4

The candidate who clears all the rounds will be shortlisted for the final offer

Step 5

HR to then get in touch with the candidate for salary discussion/Date of Joining etc