We are looking for a sharp, market-focused skilled 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
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.
Product Management & Strategy
Product Positioning:
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 solid sense of ownership towards the research function.
Ability to work under pressure while consistently meeting deadlines.
Strong market understanding with the ability to connect