Description:

Job Summary:

As the Principal Officer - Research Analyst, you will be the designated leader responsible for overseeing all research activities within the firm, ensuring adherence to SEBI regulations, and driving the development of cutting-edge investment strategies. This role requires a deep expertise in financial markets, factor investing, and macro-strategy modelling. The position demands at least 7 years of relevant work experience.

Key Responsibilities:

- Product Development: Lead the ideation, design, and enhancement of investment products, ensuring they align with market trends, investor needs, and regulatory frameworks.

- Macro-Strategy Models and Asset Allocation: Develop and maintain advanced macro-strategy models for dynamic asset allocation across equities, fixed income, commodities, and alternative assets.

- Mutual Fund Evaluation Models: Design and implement quantitative models to evaluate mutual funds providing actionable insights for investment decisions.

- Basket of Mutual Fund Portfolios: Curate and develop diversified baskets of mutual fund portfolios (e.g., fund-of-funds structures) tailored to different risk profiles, investment horizons, and thematic focuses.

- Regulatory Compliance: Ensure full compliance with SEBI (Research Analysts) Regulations, 2014, including oversight of research reports, disclosure norms, code of conduct, annual audits, and client-level segregation of services.

- Research Oversight and Quality Assurance: Supervise the research team, review and approve research reports and recommendations, and implement processes to mitigate conflicts of interest, ensuring all outputs are unbiased, well substantiated, and compliant with SEBI guidelines.

- Risk Management and Performance Monitoring: Integrate risk management frameworks into research processes, monitor portfolio performance against benchmarks, and conduct stress testing and scenario analysis for macro-strategies and factor models.

- Team Leadership and Development: Mentor junior analysts, manage resource allocation for research projects.

- Reporting and Stakeholder Engagement: Prepare periodic reports for senior management, investors, and regulators.

Qualifications and Experience:

- Educational Qualifications: Graduate or postgraduate degree in Finance, Accountancy, Business Management, Commerce, Economics, Capital Markets, Banking, Insurance, Actuarial Science, or a related field from a recognized university or institution. Alternatively, completion of a one-year Post Graduate Program in Securities Market (Research Analysis) from NISM or possession of a CFA Charter from the CFA Institute.

- Certifications: Valid NISM Series-XV: Research Analyst Certification (renewable every three years via the relevant NISM exam).

- Experience: Minimum of 7 years in financial research, investment analysis, portfolio management, or related roles, preferably in asset management.