Research Analyst - Wealth Management / Advisory - Investment Research

Contact Person : Nisha Hariramkumar

Email ID : [HIDDEN TEXT]

Number : [phone removed]

Location : Mumbai and Bangalore

Experience in Investment research, Wealth management, or Mutual fund analytics

2–4 years experience in investment research, wealth management, or mutual fund analytics

• Strong knowledge of Banking & Mutual Fund instruments; exposure to AIFs/PMS is a plus

• Proven interest in capital markets (e.g. track record of investing, CFA L1+, finance projects)

• Strong analytical skills with comfort in Excel, PPT, and data interpretation

• Highly organized and adept at managing multiple priorities, clear, concise communication style with attention to detail

• Good to have: Background in equity research, mutual fund research, or portfolio advisory; Exposure to investment product evaluation (MFDs, PMS, AIFs); Experience supporting HNI advisory or product functions in a wealth firm