Senior Analyst Research will work closely with portfolio managers, fund managers, and client advisors to deliver high-quality research and insights across asset classes. This role is critical to shaping investment views and supporting client portfolio decisions.

Why Work at Guardian Capital?:

1. We believe our people are our greatest assets.

2. We are looking to hire individuals with integrity, creativity, and a passion for excellence.

3. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent.

4. We ensure every role is meaningful and fulfillingbecause work should be exciting.

5. We strive to make a difference in the lives of the families who trust us with their wealth.

About Guardian Capital:

Guardian Capital is an elite Wealth and Asset Management firm based in Hyderabad. We serve high-net-worth individuals and family offices with services spanning Investment Advisory, Taxation, Financial Planning, Legal Advisory customized to each clients needs. Recognized by CNBC-TV18 as Indias Best Investment Advisory Firm, we are redefining the way wealth is managed.

Key pillars of the role:

Pillar 1: Research

- Conduct in-depth research and analysis across equities, mutual funds, bonds, and other investment products to support investment decision-making.

- Evaluate financial statements, industry reports, market trends, and key economic indicators to identify viable investment opportunities and potential risks.

- Contribute to quarterly Mutual Fund research initiatives and support enhanced research collaboration across departments.

- Regularly update Net Asset Values (NAVs) in internal reports and download relevant fund factsheets on a weekly and monthly basis to maintain accurate data repositories.

- Assist the in-house fund manager with detailed company-specific, peer-comparative, and sectoral research to strengthen portfolio strategies.

- Build and manage professional relationships with a diverse range of Fund Managers across Mutual Funds and Portfolio Management Services (PMS) to stay updated on market insights and product developments.

Pillar 2: Investment Recommendations

- Prepare well-structured and data-backed investment recommendations for both equity and debt securities.

- Present recommendations and research findings to portfolio managers, senior leadership, and relevant stakeholders to support informed investment decisions.

Pillar 3: Market Trends and Macro-Economic Analysis

- Continuously monitor macro-economic trends, policy updates, global market movements, and regulatory developments affecting the investment landscape.

- Analyse their potential impact on portfolio performance and provide actionable insights on global and regional economic conditions.

- Support the development of forward-looking perspectives that guide strategic investment positioning.

Pillar 4: Strategy & Client Meetings

- Accompany business heads to important client meetings, assist in presenting investment insights, and help address client questions and concerns.

- Develop and refine asset allocation strategies tailored to various client risk profiles, financial goals, and market conditions.

- Support the creation of high-quality presentations and reports to enhance client understanding and engagement.

Who Should Apply:

- CA Freshers

- Professionals with 0-2 years of experience in research analyst roles or wealth/PMS/AMC firms.

- CA/CFA is mandatory.

- Strong in fundamental and financial analysis.

- Preferably certified with NISM-Series XXI B, and driven by high ownership, attention to detail, and a passion for capital markets