Research Associate

Location: Gurugram, India

Company: Alpha Capital

About Alpha Capital

At Alpha Capital, we are a client-centric wealth management firm focused on delivering bespoke investment solutions. Our strength lies in deep research, long-term relationships, and a commitment to helping clients grow and preserve wealth across generations. We are looking for passionate individuals who share our vision and want to be part of a dynamic and growing team.

Role Overview

As a Research Associate, you will be at the heart of our investment and product research initiatives. You will support the advisory and portfolio teams by generating insights through macroeconomic analysis, product evaluations, and data-driven research. The role involves deep collaboration, curiosity, and the ability to simplify complex ideas for internal and client-facing teams.

Key Responsibilities

1. Data Analytics & Investment Research

Analyze and interpret data related to macroeconomics, markets, and industry trends.

Drive our end-to-end research process from idea generation to final report.

Conduct primary and secondary research using multiple financial and news sources.

Support senior team members in evaluating new investment opportunities.

2. Product Research & Analytics

Assist in product selection across asset classes: Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc.

Understand product structure, risk-return characteristics, taxation impact, and performance metrics.

Conduct monthly performance reviews of recommended products and fund managers.

Create and maintain detailed product notes and investment presentations.

3. Stakeholder Collaboration

Liaise with internal teams to understand research requirements and deliver actionable insights.

Participate in expert calls, product discussions, and investment reviews.

Contribute to thematic research and strategy reports for advisory and client servicing teams.

Candidate Profile Who Were Looking For

PGDM/MBA (Finance), Bcom. ,or equivalent in Finance/Research discipline, strong accounting background preferrable

0–1 year of experience in financial services or client advisory (Freshers welcome)

Strong analytical, research, and communication skills

High level of curiosity and willingness to learn about markets and products

Proficiency in Excel, PowerPoint, and basic financial databases/tools

A team player with a passion for finance and long-term investment thinking

What You’ll Gain

First-hand experience in product and macro research in a growing wealth advisory

Exposure to curated product platforms and high-net-worth client portfolios

Mentorship from senior professionals and access to learning resources

A growth path into advisory, research strategy, or product specialist roles