CFA Research Analyst ( MF, PMF, AIF) - Bengaluru Sahakar Nagar

Position

Research Analyst

Required Expertise

• Minimum 2+ years of experience in financial services, a research house, or broking house


• MBA, CFA Level 2, CFA, or any graduate degree with additional market research qualifications

Skills You Bring

• Service-oriented with strong organisational and time-management skills


• Collaborative team player who performs well with systematic processes and procedures


• Strong command of English with good communication skills


• Advanced proficiency in Microsoft Excel, Word, and PowerPoint


• Critical thinking and an analytical mindset


• Ability to take initiative and execute assigned tasks promptly and flawlessly


• Sound financial acumen and common sense

Job Description & Responsibilities

Research & Analysis

• Conduct detailed research on multiple financial products within agreed turnaround timelines, including Mutual Funds, Portfolio Management Services, Bonds/FDs, Real Estate, Life Insurance, Health Insurance, and other insurance products


• Track and understand trends in the macro economy, both domestic and global


• Design, maintain, analyse, and present model portfolios


• Write research reports on multiple products and asset classes within agreed turnaround timelines


• Develop house views and market outlooks within agreed turnaround timelines

Stakeholder Engagement

• Hold regular meetings with Asset/Fund/Portfolio Managers and Product RMs to stay updated on markets and products


• Participate in weekly meetings to share macro views on global/local economies and financial markets, along with relevant personal finance trends, news, and events


• Share research and investment updates with clients and internal teams through ongoing presentations

Content & Communication

• Create content for client and team communications, including newsletters, website content, social media posts, blogs, case studies, and articles


• Coordinate with marketing consultants for necessary content inputs


• Coordinate with content writers for effective dissemination of research content to clients


• Update the website, blog, and social media platforms to showcase research content

Support & Coordination

• Assist the planning team with portfolio recommendation inputs and client queries related to planning and portfolios


• Maintain research software, including housekeeping and evaluation of new tools


• Maintain research calendars and schedule research projects

Product Development

• Source and develop new products, manage tie-ups, and lead initiatives to introduce new products, services, packages, or solutions