Office Location : HSR Layout, Bangalore

About the Company :

4thoughts Finance is a Multi-family office and Wealth Management firm that has pioneered the cause of unbiased wealth management and family office offering since 2015. Working closely with generation next leaders, the firm has a niche set of offerings which are tailor-made to suit its client's needs and requirements. The firm's activities are focused on providing wealth management, advisory on cross-border structures and transactions, advisory on business structuring, sourcing, and converting domestic as well as cross-border investment banking deals.

Job Overview :

We are looking for a highly motivated and analytical Equity Analyst Product to strengthen our Product & Investment Research team. The ideal candidate should have hands-on experience in Equity Research, Mutual Fund research, product management, investment analysis, and relationship management with Asset Management Companies (AMCs).

The role involves evaluating investment products, interacting with AMCs and Fund Managers, supporting the Wealth Management team with research-backed recommendations, and ensuring the availability of high-quality investment solutions for clients.

Key Responsibilities :

Product Research :

- Conduct in-depth research and analysis of Mutual Funds, ETFs, PMS, AIFs, SIFs schemes across Equity, Debt, Hybrid, International and Thematic categories.

- Evaluate investment strategy and stock holdings.

- Evaluate fund performance using quantitative and qualitative parameters such as rolling returns, risk-adjusted returns, Alpha, Beta, Sharpe Ratio, Standard Deviation, Expense Ratio, Portfolio Composition, and Fund Manager performance.

- Monitor market trends, economic developments, regulatory updates, and investment opportunities.

- Recommend suitable products based on market outlook and investment strategies.

- Prepare investment notes, product reviews, fund comparison reports, and market insights.

Product Management :

- Manage the approved product basket and continuously review product suitability and recommend products for inclusion.

- Maintain product documentation, factsheets, investment presentations, and research reports.

- Support the development and enhancement of the firm's product offerings.

AMC & Stakeholder Coordination :

- Build and maintain strong relationships with leading Asset Management Companies (AMCs).

- Plan, schedule, and coordinate market outlook seminars connecting external fund managers with the firm's clients.

- Coordinate with AMCs for product updates, investment strategies, fund performance discussions, and operational matters.

- Coordinate product presentations, knowledge sessions, and training programs for Relationship Managers and Investment Advisors.

Investment & Market Research :

- Track equity markets, sectors, benchmark indices, and macroeconomic developments.

- Analyse market movements and their impact on portfolios.

- Identify emerging investment themes and opportunities.

- Prepare periodic market updates, investment outlooks, and portfolio review reports for management and client-facing teams.

Required Skills & Competencies :

- Experience in Equity Research, understanding of Equity Markets, Capital Markets and investment products like MFs, PMS, AIFs, ETFs, and other investment products.

- Excellent analytical and financial interpretation skills.

- Strong communication, presentation, and stakeholder management abilities.

- Proficiency in Microsoft Excel, PowerPoint, and financial research tools such as Morningstar, Value Research, or similar platforms.

Eligibility Criteria :

- Experience: 4 - 7 years in Equity Research, Mutual Fund Research, Investment Research, Wealth Management, or Asset Management.

- Experience working with Asset Management Companies (AMCs), Wealth Management Firms, Family Offices, Investment Advisory Firms, or Distribution Houses.

- Proven experience coordinating with AMCs, Fund Managers, and internal investment teams.

Preferred Qualifications :

- MBA (Finance)

- Chartered Accountant (CA)

- CFA (Level I/II/III)

Why Join 4Thoughts Finance :

- Opportunity to work with High-Net-Worth Individuals (HNIs), Ultra-HNIs, and Family Offices.

- Exposure to diverse investment products and sophisticated wealth management strategies.

- Collaborative work environment with experienced investment professionals.

- Significant learning and career growth in the wealth management and investment advisory domain.