Investment Research Analyst

Expertise we are looking for
Minimum 2+ years of experience in financial services, research house/broking house
MBA or CFA Level 2 or CFA or Any Graduate with additional market research qualifications.
The Skills You Bring in
- Service-oriented. Strong organisational and time-management skills
- A Collaborative team player. Performs well with systematic processes and procedures
- Must have a good grasp of English and good communication skills.
- Excellent skills in advanced Microsoft Excel, Word & PowerPoint
- Critical thinking, analytical mindset
- Ability to take the initiative and execute assigned tasks promptly and flawlessly.
- Common Sense Financial Acumen
Job Description & Responsibilities
• Detailed research on multiple financial products with agreed turnaround timelines. The list
includes - Mutual funds, Portfolio Management Services, Bonds/FDs, Real Estate, LIFE
Insurance / Health insurance / Other insurance, etc.
• Understanding trends in the macro economy / Domestic and Global Economy
• Model Portfolio design, upkeep, analysis, and presentation.
• Writing research reports on multiple products and asset classes within agreed turnaround
timelines.
• Creation of house view and market outlook within agreed turnaround timelines.
• Regular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on
markets and products.
• Weekly meetings for sharing macro views on global/local economy and global/local financial
markets and relevant personal finance trends / financial news/events.
• Sharing research/investment updates with clients and teams on an ongoing basis through
presentations.
• Content creation for client and team communications – newsletters, website, social media,
blogs, case studies, articles, etc. and coordination with marketing consultants for necessary
inputs.
• Coordination with content writer for effective dissemination of research content to clients.
• Updation of website, blog, and social media to showcase research content.
• Assisting the planning team with portfolio recommendation inputs and client queries linked
to planning and portfolio queries.
• Research software housekeeping and evaluation of new software.
• Maintenance of research calendars and scheduling of research projects.
• New Product sourcing, development, tie-ups, and management and Initiatives on
introducing new products/services/packages/solutions.

Work arrangement
No