Investment Product expert - Onsite

Role overview

Investment Product expert - Onsite at Aranca

Create and update investment product marketing materials for sales and relationship managers using PowerPoint, mainly covering structured products, investment funds, and alternative investments.

Responsibilities

• Lead the end-to-end process of creating client-ready marketing materials for investment products.
• Create client-ready marketing materials for in-focus investment products across established platforms, including Weekly Top Convictions, Market Outlook product offerings, and Structured Products booklets
• Contribute to Market Outlook campaigns by distilling complex research and product information into clear, concise, and client-friendly marketing materials
• Ensure content quality through editing and proofreading and publish it across various distribution channels using our content management tools.
• Maintain and update investment product-related content and marketing materials.
• Perform data analytics tasks and automate processes along the Content Value Chain.
• SKILLS REQUIREMENTS OF THE POSITION Personal and Social
• Client-centric approach for all deliverables
• Actively taking ownership/responsibility and passion to come up with new things to drive investment product sales
• Positive attitude, flexible, and adaptable
• Attention to detail and high-quality standards
• Independent worker with excellent communication and coordination skills
• Highly motivated with strong interpersonal skills Professional and Technical
• Minimum 5 years of experience in the financial products industry with a strong understanding of financial markets
• In-depth knowledge of investment products, including structured products, investment funds, and alternative investments, with a strong focus on structured products Solid understanding of investment product performance and working knowledge of derivatives, particularly to interpret structured product pay-offs
• Hands-on experience with Bloomberg and Morningstar Direct, with the ability to source, analyse, and interpret data for investment content development
• Proven ability to create high-quality, client-ready investment product marketing materials, particularly in presentation (PowerPoint) format
• Strong capability to translate complex research material into clear, concise, and impactful marketing content (e.g., Market Outlook campaigns or similar initiatives)
• Excellent English skills with strong writing, editing, and communication capabilities
• Project management experience, with the ability to manage multiple deliverables across content platforms
• Degree in Finance or a related field
• Proficiency in Microsoft Office (PowerPoint, Excel, Word, SharePoint); familiarity with content management systems and marketing automation tools
• Familiarity with regulatory requirements and adherence to internal compliance standards

Employment details

• Location: Mumbai [India]

Additional role details

• Job Profile