Research Analyst

Role & responsibilities

• Product research: Maintain coverage on a universe of Public market instruments across Mutual Funds, PMSs and AIFs. Engage in peer benchmarking, product pipeline assessment, and qualitative fund due diligence. Monitor alpha across portfolios and fund mandates

• Stakeholder Coordination: Work closely with bankers, wealth managers, AMCs, and product partners (AIFs, PMS providers, etc.) for smooth execution.

• Advisory Support: Assist RMs/Advisors in portfolio reviews, client presentations and capital allocations.

• Contribute to research processes and innovation in how products are screened and recommended

Preferred candidate profile

Qualifications & Skills:

• Bachelors/Masters in Finance, Economics, or Business.
• 1–2 years’ experience in investment research, wealth management, or mutual fund analytics
• Strong knowledge of Banking & Mutual Fund instruments; exposure to AIFs/PMS is a plus.
• Proven interest in capital markets (e.g., track record of investing, CFA L1+, finance projects)
• Strong analytical skills with comfort in Excel, PPT, and data interpretation
• Highly organised and adept at managing multiple priorities.
• Clear, concise communication style with attention to detail.
• A proactive problem-solver who thrives in structured and efficient processes.

Soft Skills:

• Proactive ownership mindset with willingness to learn and iterate
• Comfortable working with ambiguity in a flat team structure
• Collaborative and open to feedback, with the ability to execute independently
• Ability to creatively apply technical skills to solve problems and ideate faster

Good to Have:

• Background in equity research, mutual fund research, or portfolio advisory
• Exposure to investment product evaluation (MFDs, PMS, AIFs)
• Experience supporting HNI advisory or product functions in a wealth firm