Investment Research Analyst

About Company :

A trusted wealth advisory firm providing expert financial guidance for over 20 years, ensuring long-term financial well-being across generations.

Job Description :

Key Responsibilities :

1. Research Team Management

• Oversee and manage all tasks of the research team.
• Ensure all research deadlines are met within agreed turnaround timelines.
• Monitor adherence to weekly and monthly research schedules and calendars.
• Identify training needs and conduct training for the research team.
• Lead hiring and recruitment for research team roles.

2. Research Quality & Process Management

• Validate and finalize all research outputs before release.
• Build, refine, and standardize research processes, models, and reporting frameworks.
• Conduct back-testing of research models to ensure accuracy and reliability.
• Manage research software, ensure proper housekeeping, and evaluate new tools.

3. Multi-Asset Research & Analysis

Conduct detailed research and analysis across multiple financial products including:

• Mutual Funds
• Equities
• PMS & AIFs
• Bonds & Fixed Income
• Real Estate
• Commodities
• Alternative Assets
• Insurance Products (Life, Health, and General Insurance)
• IPOs
• Financial Planning & Personal Finance Trends
• Domestic and Global Macro Economy
• Other emerging asset classes

4. Portfolio Strategy & Model Development

• Design, maintain, and analyze model portfolios.
• Build and refine research and portfolio models.
• Provide portfolio recommendations and analysis.

5. Product Development & Market Insights

• Identify opportunities for new investment products and solutions.
• Manage sourcing, development, tie-ups, and implementation of new offerings.
• Develop house views and market outlook reports.

6. Research Reporting & Publications

• Release research reports across asset classes within defined timelines.
• Oversee creation of market commentaries, newsletters, articles, case studies, blogs, and research presentations.
• Coordinate with marketing consultants for dissemination of research content.

7. Market Interaction & Knowledge Sharing

• Conduct regular meetings with Asset Managers, Fund Managers, Portfolio Managers, and Product RMs.
• Participate in daily discussions on macroeconomic developments, financial markets, and relevant news/events.
• Present research insights and market updates to internal teams and clients.

8. Cross-Team Collaboration

• Coordinate with financial planning teams on portfolio recommendations and client queries.
• Provide implementation updates on investment strategies.
• Oversee website, blog, and social media updates showcasing research outputs.

Skills & Qualifications Required :

• 10+ years of experience in wealth management, investment research, or capital markets.
• Market & Product Knowledge
• Strong and updated understanding of global and domestic financial markets.
• In-depth knowledge of equity markets, debt markets, mutual funds, insurance products, and alternative assets.
• Familiarity with Gold, Real Estate, Commodities, Macroeconomics, and Taxation.
• Analytical & Quantitative Skills
• Strong comfort working in a data-driven and quantitative environment.
• Excellent analytical and problem-solving abilities.
• Research & Communication
• Ability to independently prepare detailed research reports.
• Excellent written and verbal communication skills.
• Investment & Portfolio Expertise
• Strong understanding of financial asset and liability products.
• Knowledge of portfolio construction and investment product design.
• Interpersonal & Professional Skills
• Comfortable interacting with clients, stakeholders, and industry professionals.
• Willingness to attend meetings both inside and outside the office when required.
• Ability to work in a fast-paced, result-oriented environment.
• Strong initiative, ownership, and execution capabilities.
• Comfortable working with tight deadlines and quick turnaround timelines.
• Certifications
• Mandatory: NISM VA, NISM XIII, NISM XXI-A.
• Preferred: CFP / CWM / CFA certifications.