Research Analyst Mutual Funds & PMS

Bellwether Associates positions itself as "Your Personal CFO," specializing in personalized financial management. The company emphasizes a client-centric approach, offering customized solutions that prioritize customer success over generic products. Their experienced team of wealth managers utilizes robust processes to deliver expert guidance in areas such as liability management, global investments, tax solutions, retirement planning, and estate planning. Bellwether is dedicated to understanding each client's unique financial goals, risk tolerance, and aspirations to craft tailored strategies for long-term success. Their solution-based approach ensures financial alignment across all stages of life.

This is a full-time, on-site role for a Research Analyst specializing in Mutual Funds and Portfolio Management Services (PMS). Based in Gurugram, the Research Analyst will be responsible for conducting in-depth market research, analyzing financial and investment trends, and preparing data-driven reports. Additional responsibilities include statistical analysis, assisting with investment strategy formulation, and ensuring thorough research for accurate recommendations. The role requires strong communication to present findings effectively to stakeholders and provide actionable insights.

• Strong analytical skills and proficiency in statistics
• Expertise in market research and in-depth understanding of financial markets
• Advanced research capabilities to gather, analyze, and interpret data
• Effective communication skills for presenting complex financial information clearly
• Educational background in Finance, Economics, Statistics, or related field (Masters degree preferred)
• Knowledge or experience in mutual funds and portfolio management services (PMS) is highly desirable
• Proficiency in financial modeling, MS Excel, and data visualization tools is an advantage