CFA Research Analyst ( MF, PMF, AIF) - Bengaluru Sahakar Nagar

Position Research Analyst Required Expertise - Minimum 2+ years of experience in financial services, a research house, or broking house - MBA, CFA Level 2, CFA, or any graduate degree with additional market research qualifications Skills You Bring - Service-oriented with strong organisational and time-management skills - Collaborative team player who performs well with systematic processes and procedures - Strong command of English with good communication skills - Advanced proficiency in Microsoft Excel, Word, and PowerPoint - Critical thinking and an analytical mindset - Ability to take initiative and execute assigned tasks promptly and flawlessly - Sound financial acumen and common sense Job Description & Responsibilities Research & Analysis - Conduct detailed research on multiple financial products within agreed turnaround timelines, including Mutual Funds, Portfolio Management Services, Bonds/FDs, Real Estate, Life Insurance, Health Insurance, and other insurance products - Track and understand trends in the macro economy, both domestic and global - Design, maintain, analyse, and present model portfolios - Write research reports on multiple products and asset classes within agreed turnaround timelines - Develop house views and market outlooks within agreed turnaround timelines Stakeholder Engagement - Hold regular meetings with Asset/Fund/Portfolio Managers and Product RMs to stay updated on markets and products - Participate in weekly meetings to share macro views on global/local economies and financial markets, along with relevant personal finance trends, news, and events - Share research and investment updates with clients and internal teams through ongoing presentations Content & Communication - Create content for client and team communications, including newsletters, website content, social media posts, blogs, case studies, and articles - Coordinate with marketing consultants for necessary content inputs - Coordinate with content writers for effective dissemination of research content to clients - Update the website, blog, and social media platforms to showcase research content Support & Coordination - Assist the planning team with portfolio recommendation inputs and client queries related to planning and portfolios - Maintain research software, including housekeeping and evaluation of new tools - Maintain research calendars and schedule research projects Product Development - Source and develop new products, manage tie-ups, and lead initiatives to introduce new products, services, packages, or solutions