Research Analyst

2-3 years
Full Time
Employment Type


  • We are seeking a talented Research Analyst to join our team. In this role, you will play a key part in analyzing financial data, preparing reports, and providing insights to support strategic decision-making.

Key Responsibilities:

  • Assisting the relationship managers in understanding clients needs and constructing portfolios and periodic reviews.
  • Taking investment entry and exit decisions for investment products by conducting quantitative and qualitative analysis
  • Monitoring important developments in the mutual fund industry, markets and the broader economy and its impact on client's portfolios
  • Analysing investment products to develop customized financial strategies for clients' needs
  • Preparing financial plans, formulating asset allocation strategies and developing investment models
  • Conducting risk assessment of clients and charting out goal-based holistic investment plans
  • Conducting comprehensive portfolio reviews to re-evaluate objectives and projected performance
  • Setting up and preparing reporting structures for both institutional and high-net-worth individual clients' investments
  • Creating templates, proposal presentations and standardized materials for portfolio pitches


  • CA/ MBA(Finance)/ CFA
  • Minimum 2-3 years of experience, freshers may also apply
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Effective written and verbal communication skills
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