Company Description Armstrong Capital is a specialized financial planning and investment solutions firm. We focus on creating personalized strategies tailored to each client's financial goals and risk profile. With a commitment to long-term success, we combine deep research, market insights, and years of expertise to deliver client-centric solutions that ensure financial security and growth

Role Description This is a full time, on-site role located in Bengaluru for a Research Analyst. The Research Analyst will be responsible for conducting market and statistical research, analyzing data, preparing financial reports, and providing insights for decision-making.

Key Responsibilities

Conduct research and analysis on mutual funds, equities, and other investment products to evaluate performance, risk, and growth potential. Analyze stocks held within mutual fund portfolios to understand sector exposure, valuation, and their impact on fund performance. Evaluate Portfolio Management Services (PMS) including portfolio composition, strategy, and risk-return characteristics. Track global markets, economic trends, and investment themes to identify potential investment opportunities.

Prepare research reports, fund comparison notes,



and presentations for internal teams and management. Support the investment solutions/advisory team with insights for portfolio construction and optimization. Monitor fund performance, benchmarks, and key financial indicators to identify outperforming and underperforming strategies. Assist senior management with strategic research, market analysis, and ad-hoc projects to support business growth.

Qualifications

Graduate in any stream Postgraduate in Finance / MBA (Finance) preferred 2–3 years of relevant experience as an Analyst in capital markets, investment research, or wealth management

Software & Tools Required

Microsoft Excel (Advanced)

- financial analysis, modelling, pivot tables, dashboards Microsoft PowerPoint
- investment presentations and reporting Microsoft Copilot
- research assistance and productivity enhancement Canva
- creating visually appealing research reports and presentations Morningstar Direct / Value Research / CRISIL
- mutual fund and market research Power BI or Tableau
- data visualization and analytics MS Word / Google Workspace
- documentation and reporting Python or R (basic knowledge)
- data

analysis and automation (optional)

📌 Research Analyst (Mumbai)
🏢 Armstrong Capital u0026 Financial Services
📍 Mumbai