Investment Product Research Analyst

Key Responsibilities:

Research & Analysis:

• Conduct in-depth research and due diligence on Mutual Funds, PMS, and AIFs.
• Analyze fund strategies, performance metrics, and suitability for client portfolios.
• Track macroeconomic indicators and market trends to support investment decisions.

Product Strategy & Development:

• Create and maintain product decks, model portfolios, and investment proposals.
• Collaborate with fund houses and product partners for insights and updates.
• Identify product gaps and contribute to new investment solutions.

Client Communication & Engagement:

• Deliver engaging market outlook presentations and investment strategy briefings.
• Draft client communication materials including newsletters and performance updates.
• Support relationship managers with portfolio reviews and rebalancing strategies.

Portfolio Monitoring & Review:

• Conduct periodic reviews of client portfolios for alignment with investment goals.
• Monitor asset allocation, performance, and risk metrics.
• Recommend portfolio changes based on market dynamics and client needs.

Additional Responsibilities:

• Ensure compliance with SEBI, AMFI, and APMI guidelines.
• Use digital tools to automate reporting and enhance client experience.
• Conduct internal training sessions for relationship managers.
• Prepare internal updates and product notes for cross-functional teams.

Candidate Profile:

• Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred.
• 4-10 years of experience in investment research, product strategy, or portfolio advisory.
• Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators.
• Excellent communication and presentation skills; must be a confident orator.