Investment Product Research Analyst

Key Responsibilities:

Research & Analysis:

- Conduct in-depth research and due diligence on Mutual Funds, PMS, and AIFs.

- Analyze fund strategies, performance metrics, and suitability for client portfolios.

- Track macroeconomic indicators and market trends to support investment decisions.

Product Strategy & Development:

- Create and maintain product decks, model portfolios, and investment proposals.

- Collaborate with fund houses and product partners for insights and updates.

- Identify product gaps and contribute to new investment solutions.

Client Communication & Engagement:

- Deliver engaging market outlook presentations and investment strategy briefings.

- Draft client communication materials including newsletters and performance updates.

- Support relationship managers with portfolio reviews and rebalancing strategies.

Portfolio Monitoring & Review:

- Conduct periodic reviews of client portfolios for alignment with investment goals.

- Monitor asset allocation, performance, and risk metrics.

- Recommend portfolio changes based on market dynamics and client needs.

Additional Responsibilities:

- Ensure compliance with SEBI, AMFI, and APMI guidelines.

- Use digital tools to automate reporting and enhance client experience.

- Conduct internal training sessions for relationship managers.

- Prepare internal updates and product notes for cross-functional teams.

Candidate Profile:

- Graduate/Postgraduate in Finance, Economics, or related field; CFA/CA/MBA preferred.

- 4-10 years of experience in investment research, product strategy, or portfolio advisory.

- Strong understanding of mutual funds, PMS, AIFs, and macroeconomic indicators.

- Excellent communication and presentation skills; must be a confident orator.