Research Analyst

Company Description Bonanza Wealth is a SEBI-registered wealth management platform that helps investors unlock the full potential of their wealth through expert market insights and tailored opportunities. The firm offers a comprehensive range of services, including Portfolio Management Services (PMS), Mutual Fund Portfolio Management Services (MF PMS), Alternative Investment Funds (AIF), equity, bonds, and private client services. With over 30 years of experience and deep market understanding, Bonanza Wealth combines skilled professionals and robust research to design strategies that grow, protect, and optimize client portfolios. The organization operates with a strong focus on client needs, delivering wealth solutions with clarity, confidence, and purpose.
Role Description The Research Analyst will be responsible for conducting detailed market and securities research to support investment decisions and portfolio strategies. This full-time, on-site role based in Mumbai involves gathering and analyzing financial data, monitoring market trends, and preparing research reports, presentations, and investment notes for internal stakeholders and clients. The role includes collaborating with portfolio managers and advisors, building and maintaining financial models, and contributing to the development of investment ideas across asset classes. The Research Analyst will also be expected to track macroeconomic indicators, evaluate sector and company performance, and ensure that insights are communicated clearly, accurately, and in a timely manner.
Qualifications
Strong analytical skills and the ability to interpret complex financial and market data.
Proficiency in market research and general research methods relevant to financial services.
Solid foundation in statistics and quantitative analysis for investment and portfolio evaluation.
Effective communication skills, including clear written reporting and professional verbal presentation.
Bachelor’s or Master’s degree in Finance, Economics, Business, Statistics, or a related field.
Familiarity with equity, bonds, mutual funds, and alternative investment products.
Experience with financial modeling tools and data platforms (e.g., Excel, Bloomberg, or similar) is an advantage.
Detail-oriented, able to work to deadlines, and comfortable in a collaborative, on-site team environment.

Work arrangement
No