Research Analyst – Investment Marketing

Job description

Job Title: Research Analyst – Investment Marketing​

Location: Mumbai​

Experience Required: 1–3 Years​

Department: Investment / Marketing

Job Summary:

We are seeking a detail-oriented and analytical Research Analyst with 1–3 years of experience in

Investment Marketing. The candidate will be responsible for conducting financial and market

research, supporting investment product marketing initiatives, preparing research reports, and

assisting in investor communication strategies. The role requires strong analytical capability

combined with an understanding of financial products and marketing positioning.

Key Responsibilities:

∙Conduct qualitative and quantitative research on equity, debt, mutual funds, PMS, AIFs,

and other investment products.

∙Analyze financial statements, market trends, macroeconomic indicators, and sector

performance.

∙Prepare investment notes, fact sheets, pitch decks, product presentations, and

marketing collaterals.

∙Assist in developing marketing strategies for investment products based on research

insights.

∙Track competitor offerings, product positioning, and market developments.

∙Support sales and relationship teams with research-backed data and customized

presentations.

∙Create periodic MIS, performance reports, and portfolio analysis.

∙Monitor regulatory updates and industry changes impacting investment products.

∙Coordinate with internal stakeholders for product launches and campaign execution.

Required Skills & Competencies:

∙Strong understanding of financial markets and investment products.

∙Proficiency in MS Excel, PowerPoint, and financial modeling basics.

∙Good knowledge of capital markets, mutual funds, and portfolio analysis.

∙Strong analytical and interpretation skills.

∙Excellent written and verbal communication skills.

∙Ability to convert research insights into marketing narratives.

∙Detail-oriented with strong organizational skills.

Qualification:

∙Bachelor’s degree in Finance, Commerce, Economics, or related field.

∙MBA (Finance/Marketing) preferred.

∙CFA (Level 1/2) candidates will be an added advantage.

Experience:

∙1–3 years of experience in investment research, financial analysis, or investment

marketing.

∙Prior experience in Asset Management Company (AMC), Wealth Management Firm,

PMS, AIF, or Fintech platform preferred.

Thanks and Regards

Dharmendra

9171000707

HR Associate