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