Investment Product Analyst

Job Title : Product Manager Investment Research & Analysis

Role Overview

• We are seeking a highly analytical and research-oriented Product Manager - Investment Research & Analysis to strengthen our Product Development team.
• The role will focus on conducting in-depth research across investment products, developing proprietary research frameworks, analysing investment opportunities, and supporting product strategy through data-driven insights.
• The individual will play a key role in identifying best-in-class investment solutions across asset classes and building institutional-quality research to support investment recommendations.

Key Responsibilities

1. Investment Product Research & Analysis

• Conduct comprehensive qualitative and quantitative research across Mutual Funds, PMS, AIFs, Fixed Income products, ETFs, Structured Products and other investment solutions.
• Evaluate investment products based on portfolio quality, investment philosophy, risk-adjusted returns, portfolio construction, consistency of performance, portfolio concentration, valuation metrics and downside risk.
• Develop and continuously enhance proprietary product evaluation frameworks, scorecards and investment selection methodologies.
• Perform comparative analysis of competing investment products and recommend suitable investment solutions based on different investor objectives and risk profiles.
• Monitor portfolio changes, fund manager commentary, investment strategy shifts and regulatory developments impacting investment products.
• Conduct due diligence on new investment products and prepare detailed research notes and product recommendation reports.
• Track product performance and identify opportunities for product enhancements and new investment offerings.

2. Market Research & Analysis

• Track macroeconomic developments, monetary and fiscal policy, interest rate cycles, inflation trends and global economic developments.
• Analyse sectoral trends, industry developments and market themes to identify investment opportunities.
• Prepare thematic research reports, market outlooks and investment strategy notes.
• Study domestic and global market developments and evaluate their implications across asset classes.

3. Equity Research

• Conduct fundamental analysis of listed companies across sectors.
• Analyse financial statements, earnings trends, valuation metrics, business models and competitive positioning.
• Track quarterly results, annual reports, investor presentations and management commentary.
• Build investment notes highlighting key opportunities, risks and long-term investment prospects.
• Monitor corporate developments, regulatory announcements and sector-specific trends impacting listed companies.

4. Product Framework Development

• Design, implement and continuously improve research methodologies, scoring models and analytical frameworks for investment products.
• Develop quantitative and qualitative models to support product evaluation and investment decision-making.
• Work on standardising research processes and improving analytical efficiency through structured frameworks.

5. Data Management & Reporting

• Maintain and manage product databases, research repositories and investment information with high standards of accuracy.
• Develop dashboards, comparison tools and analytical reports for internal stakeholders.
• Ensure timely updating of product information, market data and research outputs.

6. Stakeholder Support

• Work closely with Investment Advisory, Research, Sales and Leadership teams to support product positioning and investment recommendations.
• Prepare investment presentations, product notes, client communication material and internal training content.
• Support strategic initiatives aimed at strengthening the firm's investment research and product platform.

Eligibility

• Bachelor's or Master's degree in Finance, Commerce, Economics or a related discipline.
• 2-8 years of experience in Investment Research, Product Research, Equity
• Research, Wealth Management, Asset Management or Financial Services.

Desired Skills

• Strong understanding of capital markets and investment products.
• Sound knowledge of Mutual Funds, PMS, AIFs, Fixed Income, Equities and portfolio construction.
• Strong analytical, quantitative and problem-solving skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to analyse financial statements, interpret market data and derive investment insights.
• Excellent report writing, presentation and communication skills.
• High attention to detail with a structured and research-oriented approach.

Preferred Qualifications

• CFA (Level I/II/III), NISM certifications or equivalent professional qualifications would be an added advantage.
• Experience in building investment frameworks, scorecards, screening models or research methodologies is preferred.
• Exposure to wealth management, multi-family office, investment advisory or asset management businesses will be an advantage.