Research Analyst

Job Title : Research Analyst

Experience : 0 to 2 years

Location : Mumbai

About the Role :

We are looking for a highly analytical Research Analyst to join our investment research team. The ideal candidate will be responsible for conducting market research, developing investment methodologies, creating innovative passive investment products, and delivering data-driven insights through research reports and white papers.

This role is ideal for professionals with a strong understanding of equity, fixed income, and investment research, along with a passion for financial markets and product innovation.

Key Responsibilities :

- Conduct extensive research to identify global market trends and evolving investment opportunities.

- Understand stakeholder requirements to support the development of innovative investment products.

- Gather, analyze, and interpret financial and market data from multiple sources.

- Prepare high-quality white papers, research reports, and articles on passive investing, investment methodologies, and market trends.

- Design and develop selection criteria and methodologies for equity, fixed income, hybrid, thematic, quantitative, and strategy-based investment products.

- Develop innovative passive investment strategies, including :

i. Smart Beta

ii. Single & Multi-Factor Strategies

iii. Sector-Based Products

iv. Thematic Investment Products

- Perform portfolio backtesting and evaluate strategy performance using historical market data.

- Monitor market developments and provide actionable insights to support product development.

- Collaborate with internal stakeholders to design and launch new investment solutions.

Required Skills :

- Strong knowledge of Investment Research and financial markets.

- Experience in Equity and Fixed Income (Bonds) research.

- Hands-on experience in research analysis and financial modeling.

- Understanding of passive investment strategies and portfolio construction.

- Knowledge of Smart Beta, factor investing, thematic investing, and quantitative investment strategies.

- Experience in portfolio backtesting and performance analysis.

- Strong analytical, quantitative, and problem-solving skills.

- Excellent report writing and presentation skills.

Preferred Qualifications :

- B.Tech / B.E. in any specialization.

- MBA/PGDM in Finance or equivalent qualification.

- CFA (Level I/II/III) or FRM certification is an added advantage.

- Proficiency in Excel, Bloomberg, FactSet, Refinitiv, Capital IQ, Python, R, or similar analytical tools is preferred.

Key Skills :

- Investment Research

- Research Analysis

- Equity Research

- Fixed Income Research

- Bonds

- Portfolio Backtesting

- Passive Investing

- Smart Beta

- Quantitative Research

- Factor Investing

- Financial Modeling

- Data Analysis

- Capital Markets

- Portfolio Construction

- Financial Markets