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Job Title: Assistant Research Analyst Industry: Wealth Management / Capital Markets Experience: 3-4 Years Job Purpose The Assistant Research Analyst will support the research and investment advisory function by conducting market and company-level analysis, preparing research reports, and assisting in investment decision-making. The role requires strong analytical skills, market awareness, and the ability to translate data into actionable insights aligned with client wealth creation objectives. Key Roles & Responsibilities Research & Analysis - Conduct company and sector research including financial statement analysis and valuation - Track earnings, corporate announcements, economic indicators, and market developments - Develop and maintain financial models and research trackers - Prepare research notes, outlook reports, and investment summaries - Monitor market movements and identify investment opportunities and risks Investment & Portfolio Support - Assist in creation and maintenance of model portfolios - Support portfolio review and rebalancing processes - Provide research inputs for client portfolios and advisory discussions - Track portfolio performance and flag deviations or concerns Market Coverage - Analyze market trends across asset classes relevant to wealth management - Monitor global and domestic cues impacting markets - Support research coverage expansion as per business requirements Reporting & Documentation - Prepare client-ready presentations, factsheets, and MIS reports - Maintain accuracy and consistency of research data and documentation - Ensure timely dissemination of research updates to internal stakeholders Compliance & Governance - Ensure all research and recommendations comply with SEBI regulations - Follow internal compliance, disclosure, and documentation standards - Maintain confidentiality of research and client information Collaboration & Support - Work closely with relationship managers, advisory, and operations teams - Support senior analysts with ad-hoc research assignments - Participate in internal discussions and strategy meetings Skills & Competencies Technical Skills - Strong understanding of capital markets and investment products - Hands-on experience in financial analysis and valuation techniques - Proficiency in MS Excel, PowerPoint, and financial modeling - Ability to interpret financial statements and market data Behavioral Skills - Analytical and detail-oriented mindset - Strong written and verbal communication skills - Ability to work under pressure and meet deadlines - High level of integrity and ownership Educational Qualification - Professional degree in Finance, Commerce, Economics, or related discipline - MBA (Finance) / CFA / CA certification preferred - NISM certification as per SEBI is must Experience Requirements - 3-4 years of relevant experience in research, wealth management, investment advisory/PMS/ AMC, or broking firms - Experience supporting investment decisions and client portfolios

Mumbai

Assistant Research Analyst - Research/Wealth Management/Investment Advisory/PMS/AMC - Broking 

Job Description for Assistant Research Analyst - Research/Wealth Management/Investment Advisory/PMS/AMC - Broking  in Talent Corner HR Services Pvt Ltd in  Mumbai for (3-4) years of experience. Apply Now!

Assistant Research Analyst - Research/Wealth Management/Investment Advisory/PMS/AMC - Broking  | iimjobs.com