Investment Product Analyst

SMC Investments; New Delhi; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

SMC Investments in Delhi seeks a Product Manager for Investment Research & Analysis to strengthen the product development team. You will conduct comprehensive research across investment products, build proprietary frameworks, and provide data-driven insights to shape strategy.

Responsibilities include market and equity research, due diligence on new offerings, and developing dashboards for internal stakeholders. A strong background in finance and demonstrated analytical skills are essential.

Qualifications

• Bachelor's or Master's degree in Finance, Commerce, Economics or a related discipline.
• 2–8 years of experience in Investment Research, Product Research, Equity.
• Experience in Wealth/Asset management or financial services is desirable.

Responsibilities

• Conduct in-depth investment product research across funds, PMS, AIFs, fixed income, ETFs and other solutions.
• Develop proprietary research frameworks and scorecards for product evaluation.
• Perform market and equity research; analyze financial statements and valuation metrics.
• Create research notes, investment notes and product recommendations for stakeholders.
• Develop dashboards and reporting to support product development and decision making.
• Collaborate with Investment Advisory, Sales and Leadership to support strategic initiatives.

Skills

Capital markets understanding

Mutual funds knowledge

PMS knowledge

AIFs knowledge

Fixed income knowledge

Equities knowledge

Portfolio construction

Analytical skills

Quantitative skills

Problem solving

Excel proficiency

PowerPoint proficiency

Financial statements analysis

Market data interpretation

Investment insights

Report writing

Presentation skills

Communication skills

Attention to detail

Structured approach

Research oriented

Education

Bachelor's or Master's degree in Finance, Commerce, Economics or related discipline

Job description

Job Title : Product Manager Investment Research & Analysis

Role Overview

• We are seeking a highly analytical and research-oriented Product Manager - Investment Research & Analysis to strengthen our Product Development team.
• The role will focus on conducting in-depth research across investment products, developing proprietary research frameworks, analysing investment opportunities, and supporting product strategy through data-driven insights.
• The individual will play a key role in identifying best-in-class investment solutions across asset classes and building institutional-quality research to support investment recommendations.

Key Responsibilities

1. Investment Product Research & Analysis

• Conduct comprehensive qualitative and quantitative research across Mutual Funds, PMS, AIFs, Fixed Income products, ETFs, Structured Products and other investment solutions.
• Evaluate investment products based on portfolio quality, investment philosophy, risk-adjusted returns, portfolio construction, consistency of performance, portfolio concentration, valuation metrics and downside risk.
• Develop and continuously enhance proprietary product evaluation frameworks, scorecards and investment selection methodologies.
• Perform comparative analysis of competing investment products and recommend suitable investment solutions based on different investor objectives and risk profiles.
• Monitor portfolio changes, fund manager commentary, investment strategy shifts and regulatory developments impacting investment products.
• Conduct due diligence on new investment products and prepare detailed research notes and product recommendation reports.
• Track product performance and identify opportunities for product enhancements and new investment offerings.

2. Market Research & Analysis

• Track macroeconomic developments, monetary and fiscal policy, interest rate cycles, inflation trends and global economic developments.
• Analyse sectoral trends, industry developments and market themes to identify investment opportunities.
• Prepare thematic research reports, market outlooks and investment strategy notes.
• Study domestic and global market developments and evaluate their implications across asset classes.

3. Equity Research

• Conduct fundamental analysis of listed companies across sectors.
• Analyse financial statements, earnings trends, valuation metrics, business models and competitive positioning.
• Track quarterly results, annual reports, investor presentations and management commentary.
• Build investment notes highlighting key opportunities, risks and long-term investment prospects.
• Monitor corporate developments, regulatory announcements and sector-specific trends impacting listed companies.

4. Product Framework Development

• Design, implement and continuously improve research methodologies, scoring models and analytical frameworks for investment products.
• Develop quantitative and qualitative models to support product evaluation and investment decision-making.
• Work on standardising research processes and improving analytical efficiency through structured frameworks.

5. Data Management & Reporting

• Maintain and manage product databases, research repositories and investment information with high standards of accuracy.
• Develop dashboards, comparison tools and analytical reports for internal stakeholders.
• Ensure timely updating of product information, market data and research outputs.

6. Stakeholder Support

• Work closely with Investment Advisory, Research, Sales and Leadership teams to support product positioning and investment recommendations.
• Prepare investment presentations, product notes, client communication material and internal training content.
• Support strategic initiatives aimed at strengthening the firm's investment research and product platform.

Eligibility

• Bachelor's or Master's degree in Finance, Commerce, Economics or a related discipline.
• 2-8 years of experience in Investment Research, Product Research, Equity
• Research, Wealth Management, Asset Management or Financial Services.

Desired Skills

• Strong understanding of capital markets and investment products.
• Sound knowledge of Mutual Funds, PMS, AIFs, Fixed Income, Equities and portfolio construction.
• Strong analytical, quantitative and problem-solving skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to analyse financial statements, interpret market data and derive investment insights.
• Excellent report writing, presentation and communication skills.
• High attention to detail with a structured and research-oriented approach.

Preferred Qualifications

• CFA (Level I/II/III), NISM certifications or equivalent professional qualifications would be an added advantage.
• Experience in building investment frameworks, scorecards, screening models or research methodologies is preferred.
• Exposure to wealth management, multi-family office, investment advisory or asset management businesses will be an advantage.