Wealth Research Role – BFSI

Array Job Solutions; Thane; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Array Job Solutions is seeking a Wealth Research professional in Maharashtra to conduct thorough analysis on Mutual Funds, PMS, and AIFs and prepare detailed reports for client portfolios. The role involves collaborating with the product team and AMCs to refine investment products and stay ahead of market trends.

Strong Excel and communication skills are essential for preparing updates and trainings. The candidate will contribute to data-driven investment strategies, automate research processes

Responsibilities

• Conduct thorough analysis and prepare detailed reports on Mutual Funds, PMS, and AIFs.
• Track and analyze performance of investment products; provide updates and recommendations.
• Analyze new investment products; assess suitability for clients.
• Collaborate with product team to design/refine investment products.
• Work with AMCs to evaluate and enhance offerings.
• Stay updated on market trends to inform investment strategies.
• Evaluate financial software solutions for data management and automation.
• Develop and deliver training on research findings, trends, and product updates.
• Proficient with Microsoft Office, including Excel; communicate effectively.

Skills

Microsoft Office

Excel

Verbal communication

Written communication

Client requirements understanding

Job description

Wealth Research

Job Description:

Research and Analysis:

• Conduct thorough analysis and prepare detailed reports on Mutual Funds, PMS, and AIFs.
• Track and analyze the performance of existing investment products, providing regular updates and recommendations.
• Analyze new investment products entering the market and assess their suitability for our client base.

Collaboration with Product Team:

• Collaborate with the product team to design and refine investment products aligned with market opportunities and client needs.
• Work closely with AMCs to evaluate new products and enhance existing offerings.

Market Insights and Strategy:

• Stay abreast of market trends and economic developments to provide timely and relevant insights impacting investment strategies.

Technology and Automation:

• Evaluate various financial software solutions for data management and automation of research activities.

Team Training:

• Develop and deliver training sessions for internal teams on new research findings, market trends, and product updates.

Others:

• Proficient with Microsoft office tools including excel skills.
• Good verbal and written communication skills.
• Ability to understand new products and client requirements.