Job highlights
Minimum Degree: Post Graduation
Proficient with Microsoft office tools including excel skills
MBA / PGDBA/PGPM in Finance or Equivalent/ CFA/ CA would be preferred)
Positive verbal and written communication skills

Job Purpose The role involves conducting in-depth research on investment products like Mutual Funds, PMS, and AIFs, tracking their performance, and providing actionable insights. Collaborate with internal teams and AMCs to develop and refine products, stay updated on market trends, and deliver training sessions.

Additionally, evaluate financial software for automation to enhance research efficiency and support data-driven decision-making.

Main Accountabilities

Research and Analysis
Conduct thorough analysis and prepare detailed reports on Mutual Funds, PMS, and AIFs
Track and analyze the performance of existing investment products, providing regular updates and recommendations.
Analyze recent investment products entering the market and assess their suitability for our client base.

Collaboration with Product Team
Collaborate with the product team to design and refine investment products aligned with market opportunities and client needs.




Work closely with AMCs to evaluate new products and enhance existing offerings.

Market Insights and Strategy
Stay abreast of market trends and economic developments to provide timely and relevant insights impacting investment strategies.

Technology and Automation:
Evaluate various financial software solutions for data management and automation of research activities.

Team Training
Develop and deliver training sessions for internal teams on recent research findings, market trends, and product updates.

Others
Proficient with Microsoft office tools including excel skills
Valuable verbal and written communication skills
Ability to understand new products and client requirements

Qualifications
Minimum Degree: Post Graduation ( MBA/PGDBA/PGPM in Finance or Equivalent/ CFA/ CA would be preferred)

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Research Product Mumbai (India)
🏢 Tata Capital
📍 India