Role & responsibilities
Product research: Maintain coverage on a universe of Public market instruments across Mutual Funds, PMSs and AIFs. Engage in peer benchmarking, product pipeline assessment, and qualitative fund due diligence. Monitor alpha across portfolios and fund mandates
Stakeholder Coordination: Work closely with bankers, wealth managers, AMCs, and product partners (AIFs, PMS providers, etc.) for smooth execution.
Advisory Support: Assist RMs/Advisors in portfolio reviews, client presentations and capital allocations.
Contribute to research processes and innovation in how products are screened and recommended

Preferred candidate profile Qualifications & Skills:
Bachelors/Masters in Finance, Economics, or Business.
1–2 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)




Robust analytical skills with comfort in Excel, PPT, and data interpretation
Highly organised and adept at managing multiple priorities.
Clear, concise communication style with attention to detail.
A proactive problem-solver who thrives in structured and effective processes.

Soft Skills:
Proactive ownership mindset with willingness to learn and iterate
Comfortable working with ambiguity in a flat team structure
Cooperative and open to feedback, with the ability to execute independently
Ability to creatively apply technical skills to solve problems and ideate faster

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

📌 Research Analyst Mumbai
🏢 UnienFin Wealth
📍 Mumbai