We are looking for a sharp, market-focused professional to bridge the gap between complex financial data and actionable investment products. As a Research & Product Specialist, you won’t just be crunching numbers; you’ll be the internal engine driving our investment narratives. You will evaluate mutual fund performance, track global market shifts, and ensure our product suite remains competitive and compliant in an ever-evolving landscape.
Key Responsibilities
1. Investment Research & Analysis
- Fund Selection: Conduct deep-dive quantitative and qualitative analysis of Indian mutual fund schemes (Equity, Debt, and Hybrid) to curate a high-conviction "Recommended List."
- Dual-Market Monitoring: Monitor trends, earnings, and macro shifts in Indian, US and Rest of World markets to provide context for global fund performance.
- Performance Benchmarking: Track portfolio overlap, rolling returns, and risk-adjusted metrics (Alpha, Beta, Sharpe) to distinguish between "lucky" funds and "consistent" performers.
Translate complex fund philosophies into clear, concise marketing collateral and "one-pagers" for client-facing teams.
- Market Commentary: Produce regular updates on economic shifts and data—such as central bank policies, GDP data, and geopolitical events—and explain their direct impact on investor portfolios.
- Platform Governance: Ensure all product data, decks and regulatory changes are updated and communicated across the distribution channel.
- Ability to interpret and analyse fact sheets with attention to detail.
- Strong analytical skills to identify style drift proactively and effectively communicate financial insights in simple, non-technical language.
- Capable of thriving in a quick-paced environment with a strong sense of ownership towards the research function.
- Ability to work under pressure while consistently meeting deadlines.
- Strong market understanding with the ability to connect