Expertise we are looking for

Minimum 2+ years of experience in financial services, research house/broking house

MBA or CFA Level 2 or CFA or Any Graduate with additional market research qualifications.

The Skills You Bring in

- Service-oriented. Strong organisational and time-management skills
- A Collaborative team player. Performs well with systematic processes and procedures
- Must have a positive grasp of English and good communication skills.
- Excellent skills in advanced Microsoft Excel, Word & PowerPoint
- Critical thinking, analytical mindset
- Ability to take the initiative and execute assigned tasks promptly and flawlessly.
- Common Sense Financial Acumen

& Responsibilities
- Detailed research on multiple financial products with agreed turnaround timelines. The list includes - Mutual funds, Portfolio Management Services, Bonds/FDs, Real Estate, LIFE

Insurance / Health insurance / Other insurance, etc.
- Understanding trends in the macro economy / Domestic and Global Economy
- Model Portfolio design, upkeep, analysis, and presentation.
- Writing research reports on multiple products and asset classes within agreed turnaround timelines.
- Creation of house view and market outlook within agreed turnaround timelines.




- Regular meetings with Asset/Fund/Portfolio Managers and Product RMs to get updates on markets and products.
- Weekly meetings for sharing macro views on global/local economy and global/local financial markets and relevant personal finance trends / financial news/events.
- Sharing research/investment updates with clients and teams on an ongoing basis through presentations.
- Content creation for client and team communications – newsletters, website, social media,

blogs, case studies, articles, etc. and coordination with marketing consultants for necessary inputs.
- Coordination with content writer for effective dissemination of research content to clients.
- Updation of website, blog, and social media to showcase research content.
- Assisting the planning team with portfolio recommendation inputs and client queries linked to planning and portfolio queries.
- Research software housekeeping and evaluation of new software.
- Maintenance of research calendars and scheduling of research projects.
- New Product sourcing, development, tie-ups, and management and Initiatives on introducing new products/services/packages/solutions.

📌 Research Analyst (Mangalore)
🏢 Mangates
📍 Mangalore