Research Analyst – Product & Research

Location: Mumbai / Bengaluru
Experience: 2–4 Years
Function: Wealth Management / Advisory – Investment Research
About The Role
We are looking for a Research Analyst – Product & Research to join the investment research team of a leading wealth and asset management group serving HNI and UHNI families.
The role will involve researching and evaluating investment products across Mutual Funds, PMS and AIFs, conducting fund due diligence and peer benchmarking, and supporting wealth managers and advisors with portfolio reviews, client presentations and capital allocation.
Key Responsibilities
Maintain research coverage across Mutual Funds, PMSs and AIFs
Conduct peer benchmarking, product assessment and qualitative fund due diligence
Monitor performance/alpha across portfolios and fund mandates
Coordinate with AMCs, PMS providers, AIFs, bankers, wealth managers and product partners
Support RMs and Advisors with portfolio reviews, client presentations and capital allocation
Contribute to improving research processes and frameworks for screening and evaluating investment products
Assess investment products and support the broader product research pipeline
What We're Looking For
Bachelor’s/Master’s degree in Finance, Economics or Business
2–4 years of experience in investment research, wealth management or mutual fund analytics
Strong knowledge of banking and mutual fund instruments
Exposure to PMS/AIFs is an advantage
Strong interest in capital markets and investments
CFA L1+ or relevant finance/investment projects would be an advantage
Strong analytical and data interpretation skills
Excellent working knowledge of Excel and PowerPoint
Strong communication, organization and attention to detail
Ability to manage multiple priorities and work independently
Good to Have
Equity research / mutual fund research experience
Portfolio advisory experience
Experience evaluating investment products such as MFDs, PMS and AIFs
Experience supporting HNI advisory or product functions within a wealth management firm
What You'll Get
Exposure to the AIF and PMS ecosystem
Interaction with bankers, wealth managers, AMCs and investment-product partners
Exposure across Mutual Funds, PMS and AIFs
Hands-on involvement in portfolio reviews, client presentations and capital allocation
Opportunity to contribute to research and product-screening processes
Interested candidates can share their updated CV.
Skills: research,investment,wealth

Work arrangement
No