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 positive 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

📌 CFA Research Analyst (India)
🏢 Neuraleap Group
📍 India