Investment Product Research Analyst

Entrust Family Office; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Dynamic and purpose-driven environment

Work with top-tier investors

Opportunities for meaningful change

Job summary

A leading Multi-Family Office in Bengaluru is seeking an experienced Investment Product Research Analyst. You will conduct in-depth research on investment products, manage multi-asset portfolios, and collaborate with top-tier investors. Ideal candidates have 10+ years of experience in investment product roles and possess expertise in Mutual Funds and quantitative techniques. Join us to drive meaningful change in the world of family office investments.

Qualifications

• Minimum 10 years in investment product research.
• Expert knowledge of Mutual Funds, AIFs, PMS, REITs.
• Understanding of market cycles and investment styles.

Responsibilities

• Conduct quantitative and qualitative research.
• Act as a gatekeeper for investment product onboarding.
• Construct and manage multi-asset Model Portfolios.
• Explore investment products and conduct meetings with manufacturers.
• Present market outlooks and participate in discussions.

Skills

Investment product analysis

Quantitative techniques

Qualitative techniques

Client-first orientation

Strategic thinking

Education

MBA Finance or CFA or Chartered Accountant

Tools

MS Excel

ACE MF

Morning Star

Bloomberg

Python coding

Job description

Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs.

Role Overview

Entrust Family Office is looking for an experienced Investment Product Research Analyst to join our Investment Research team in Bengaluru as a key stakeholder and drive the manifestation of our asset class views in the form of investible products and portfolios.

Job Title

Investment Product Research Analyst

Experience

10+ years

Job Type

Full-time

Role Responsibilities

• Research – Conduct quantitative and qualitative research on Mutual Funds, AIFs / PMS, REITs and InvITs investing in Indian as well as Global markets and rank the products accordingly while preparing a list of approved products. The approved list will have to be monitored at regular intervals for any changes or new inclusions. The analyst will be required to prepare comprehensive product notes on the products, categories and themes based on empirical evidence-based research and investment rationale.
• Quality Control – Act as a gatekeeper for investment product onboarding by recommending and analyzing new products / schemes with a view on whether the same can be onboarded on our platform or not.
• Portfolio Construction & Management – Construct and manage (on a real time basis) multi-asset Model Portfolios of investment products for varying risk profiles and asset allocations and present their performance analysis to the Investment Committee.
• Product Ideation and Sourcing – Explore investment products available in the market, conduct meetings with the manufacturers and fund managers to understand the investment strategy, security selection and risk management frameworks and share an informed opinion on the same in the form of comprehensive product notes. Also, based on our house view on emerging investment landscape, he/she should suggest new product ideas and help construct customized products in collaboration with AMCs / Investment Managers.
• Collate industry views – On investment markets, across asset classes, present them to the team and participate in internal discussions on the market outlook to help shape our market view.

Key Qualification & Experience

• MBA Finance or CFA (Charter) or Chartered Accountant, with minimum 10 years of experience in investment product research roles with large, reputed Wealth Managers or Investment Managers including Private Banks, Asset Management Companies (AMCs), etc.
• Expert knowledge on working and operational aspects of investment products like Mutual Funds, AIFs / PMS and the various factors / levers determining their performance including fees / expense ratios. Knowledge of aspects like taxability of different investment products is needed.
• Expert knowledge of quantitative and qualitative techniques used to analyse and appraise performance of Mutual Funds, AIFs / PMS and Alternatives – Indian and Global.
• Understanding of market cycles, investment styles, track record of AMCs and Fund Managers including Attribution Analysis of performance (based on factors like Growth, Value, Quality, Momentum, etc.).
• Expertise in MS Excel and usage of key databases / software like ACE MF, Morning Star, Value Research, PMS Bazaar, Bloomberg / Reuters, etc. Ability to code on Python will be an added benefit.

Personal Attributes

• Strategic thinker with intellectual curiosity and global perspective.
• High integrity and client-first orientation.
• Ability to thrive in an entrepreneurial, fast-paced environment.

Why Join Entrust Family Office?

• Be part of a dynamic and purpose-driven organization at the intersection of wealth and impact.
• Work closely with top-tier investors, entrepreneurs, and next-gen leaders.
• Drive meaningful change in the world of Family office and Investments.

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