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 ManagementOversee 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 ManagementValidate 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 & AnalysisConduct detailed research and analysis across multiple financial products including:Mutual FundsEquitiesPMS & AIFsBonds & Fixed IncomeReal EstateCommoditiesAlternative AssetsInsurance Products (Life, Health, and General Insurance)IPOsFinancial Planning & Personal Finance TrendsDomestic and Global Macro EconomyOther emerging asset classes4. Portfolio Strategy & Model DevelopmentDesign, maintain, and analyze model portfolios.Build and refine research and portfolio models.Provide portfolio recommendations and analysis.5. Product Development & Market InsightsIdentify 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 & PublicationsRelease 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 SharingConduct 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 CollaborationCoordinate 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 KnowledgeStrong 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 SkillsStrong comfort working in a data-driven and quantitative environment.Excellent analytical and problem-solving abilities.Research & CommunicationAbility to independently prepare detailed research reports.Excellent written and verbal communication skills.Investment & Portfolio ExpertiseStrong understanding of financial asset and liability products.Knowledge of portfolio construction and investment product design.Interpersonal & Professional SkillsComfortable 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.CertificationsMandatory: NISM VA, NISM XIII, NISM XXI-A.Preferred: CFP / CWM / CFA certifications.
Job Title
Investment Research Analyst