Product & Research Analyst - Private Wealth

About the Role

Product & Research Analyst

You will work closely with advisory teams, leadership, and operations to deliver research-driven recommendations aligned with the financial goals of our clients.

Key Responsibilities

Market and Investment Research

·      Conduct detailed research on mutual funds, equities, debt instruments, and wealth management products.

·      Track macroeconomic trends, market movements, and regulatory developments impacting the capital market.

·      Prepare research reports, market updates, and thematic insights for internal and client-facing use.

Portfolio & Financial Planning Analysis

·      Perform portfolio reviews including asset allocation, return analysis, and risk assessment.

·      Support development of financial and retirement planning strategies based on client profiles.

recommendation baskets

·      Use analytical tools to generate insights for rebalancing, risk optimisation, and goal-based planning.

Product & Solution Support

·      Evaluate third-party investment products (mutual funds, insurance, structured solutions, etc.) based on performance, suitability, risk parameters, and client requirements.

·      Create product comparison frameworks and suitability matrices to help advisors make informed recommendations.

·      Support the enhancement of internal product notes, financial planning modules, and research repositories.

·      Collaborate with advisory, sales, and compliance teams to ensure seamless product delivery.

Skills & Qualifications

Educational Background

·      Bachelor’s/Master’s in Finance, Economics, Commerce, Business, or B.Tech (any specialization with strong analytical aptitude).

NISM Series XV,NISM Series XIII

·      CFP, CFA/FRM qualification (Level 2 or ongoing) is an added advantage.

Technical & Analytical Skills

·      Proficiency in data analysis and financial modelling.

·      Strong command over MS Excel, Google Sheets, and financial databases.

·      Experience in data visualization tools such as Power BI, Tableau, or advanced Excel dashboards.

·      Ability to interpret numbers, identify trends, and convert raw data into insights.

·      Understanding of risk metrics, asset allocation concepts, and investment strategies.

Core Competencies

·      Strong understanding of financial markets and investment products.

·      Excellent communication, report-writing, and presentation skills.

·      Detail-oriented mindset with the ability to work with large data sets.

·      Ability to work in a fast-paced environment and handle analytical projects independently.