Investment Research Analyst

Location: Gurugram, Haryana

Job Type: Full-time | Work from Office

Experience: 3–5 Years

About the RoleWe are seeking an experienced Investment Research Analyst to support a family office’s investment operations, with a strong focus on US fixed-income markets, derivatives, options trading strategies, and structured products.

Working directly with the Portfolio Manager, you will be responsible for hands-on portfolio monitoring, investment screening, quantitative analysis, bond valuation, and risk assessment. This is an execution-oriented role requiring strong financial knowledge, analytical skills, and practical market experience.

Key Responsibilities

- Analyse US corporate bonds, investment-grade credit, AT1/CoCo bonds, and other fixed-income instruments.
- Monitor S&P; 500 (SPX) and SPY options positions, including iron condors, put spreads, and multi-leg strategies.
- Track options Greeks, implied volatility, VIX movements, and event-driven market risks.
- Evaluate structured products, including Credit-Linked Notes (CLNs), Fixed Coupon Notes (FCNs), range accruals, and UCITS funds.
- Perform bond pricing, yield analysis, credit assessment, and ROE modelling for repo-financed bond positions.
- Analyse coupon structures, barrier levels, worst-of features, and breakeven scenarios.
- Prepare daily portfolio summaries, investment-screening reports,



and risk-monitoring updates.
- Coordinate with bond and repo operations teams on financing, collateral, and margin requirements.

Required Qualifications & Skills
- MBA in Finance or CFA Level II/III; CFA qualification preferred.
- 3–5 years of relevant experience in investment research, fixed income, derivatives, trading, or portfolio analytics.
- Strong practical knowledge of US fixed-income markets, bonds, SPX/SPY options, and derivatives.
- Understanding of options Greeks, volatility, credit analysis, bond valuation, and structured products.
- Knowledge of repo financing, funding costs, collateral haircuts, and leveraged portfolio returns.
- Advanced Excel skills and financial modelling expertise.
- Bloomberg Terminal experience will be an advantage.
- Robust analytical ability, numerical accuracy, and the ability to meet daily market-driven deadlines.

Important NoteThis is an active investment research and execution role, not a backend or routine operations position. We are looking for candidates with hands-on experience in financial analysis, investment decision support, derivatives, and fixed-income markets rather than candidates whose experience is limited to backend processing or operational support. Interested candidates with relevant practical experience are encouraged to apply or share their CV.

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