Location: Mumbai / Bengaluru

Experience: 2–4 Years

Function: Wealth Management / Advisory – Investment Research

About The Role We are looking for a Research Analyst – Product & Research to join the investment research team of a leading wealth and asset management group serving HNI and UHNI families.

The role will involve researching and evaluating investment products across Mutual Funds, PMS and AIFs , conducting fund due diligence and peer benchmarking, and supporting wealth managers and advisors with portfolio reviews, client presentations and capital allocation.

Key Responsibilities

- Maintain research coverage across Mutual Funds, PMSs and AIFs
- Conduct peer benchmarking, product assessment and qualitative fund due diligence
- Monitor performance/alpha across portfolios and fund mandates
- Coordinate with AMCs, PMS providers, AIFs, bankers, wealth managers and product partners
- Support RMs and Advisors with portfolio reviews, client presentations and capital allocation
- Contribute to improving research processes and frameworks for screening and evaluating investment products
- Assess investment products and support the broader product research pipeline

What We're Looking For
- Bachelor’s/Master’s degree in Finance, Economics or Business




- 2–4 years of experience in investment research, wealth management or mutual fund analytics
- Strong knowledge of banking and mutual fund instruments
- Exposure to PMS/AIFs is an advantage
- Strong interest in capital markets and investments
- CFA L1+ or relevant finance/investment projects would be an advantage
- Strong analytical and data interpretation skills
- Excellent working knowledge of Excel and PowerPoint
- Strong communication, organization and attention to detail
- Ability to manage multiple priorities and work independently

Good to Have
- Equity research / mutual fund research experience
- Portfolio advisory experience
- Experience evaluating investment products such as MFDs, PMS and AIFs
- Experience supporting HNI advisory or product functions within a wealth management firm

What You'll Get
- Exposure to the AIF and PMS ecosystem
- Interaction with bankers, wealth managers, AMCs and investment-product partners
- Exposure across Mutual Funds, PMS and AIFs
- Hands-on involvement in portfolio reviews, client presentations and capital allocation
- Prospect to contribute to research and product-screening processes

Interested candidates can share their updated CV. Skills: research,investment,wealth

📌 Research Analyst – Product & Research (Bengaluru)
🏢 Neuraleap Group
📍 Bengaluru