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 qualified 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.

📌 Investment Product Analyst (New Delhi)
🏢 SMC Investments
📍 New Delhi