Product & Research Analyst - Private Wealth
4 days ago
Job Description About the Role Wise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of financial markets, and the ability to transform data into actionable insights. You will work closely with advisory teams, leadership, and operations to deliver research-driven recommendations aligned with the financial goals of our clients. Key Responsibilities Market and Investment Research Conduct detailed research on mutual funds, equities, debt instruments, and wealth management products. Track macroeconomic trends, market movements, and regulatory developments impacting the capital market. Prepare research reports, market updates, and thematic insights for internal and client-facing use. Portfolio & Financial Planning Analysis Perform portfolio reviews including asset allocation, return analysis, and risk assessment. Support development of financial and retirement planning strategies based on client profiles. Assist in building model portfolios and customised recommendation baskets aligned with market conditions and client objectives. Use analytical tools to generate insights for rebalancing, risk optimisation, and goal-based planning. Product & Solution Support Evaluate third-party investment products (mutual funds, insurance, structured solutions, etc.) based on performance, suitability, risk parameters, and client requirements. Create product comparison frameworks and suitability matrices to help advisors make informed recommendations. Support the enhancement of internal product notes, financial planning modules, and research repositories. Collaborate with advisory, sales, and compliance teams to ensure seamless product delivery. Skills & Qualifications Educational Background Bachelor's/Master's in Finance, Economics, Commerce, Business, or B.Tech (any specialization with strong analytical aptitude). NISM certifications (Series NISM Series XV,NISM Series XIIIX-A, X-B,) preferred. CFP, CFA/FRM qualification (Level 2 or ongoing) is an added advantage. Technical & Analytical Skills Proficiency in data analysis and financial modelling. Strong command over MS Excel, Google Sheets, and financial databases. Experience in data visualization tools such as Power BI, Tableau, or advanced Excel dashboards. Ability to interpret numbers, identify trends, and convert raw data into insights. Understanding of risk metrics, asset allocation concepts, and investment strategies. Core Competencies Strong understanding of financial markets and investment products. Excellent communication, report-writing, and presentation skills. Detail-oriented mindset with the ability to work with large data sets. Ability to work in a fast-paced environment and handle analytical projects independently.
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Product & Research Analyst - Private Wealth
5 days ago
Noida, India Wise Finserv Full timeAbout the Role Wise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of...
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Product & Research Analyst - Private Wealth
6 days ago
Noida, India Wise Finserv Full timeAbout the Role Wise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of...
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Product & research analyst - private wealth
5 days ago
Noida, India Wise Finserv Full timeAbout the RoleWise Fin Serv is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of...
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Product & Research Analyst - Private Wealth
5 days ago
Noida, India Wise Finserv Full timeAbout the RoleWise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of...
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Product & Research Analyst - Private Wealth
6 days ago
Noida, India Wise Finserv Full timeAbout the RoleWise FinServ is looking for a dynamic and analytical Product & Research Analyst to join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of...
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Product & Research Analyst -Private Wealth
5 days ago
Noida, Uttar Pradesh, India Wise Finserv Full time ₹ 4,00,000 - ₹ 12,00,000 per yearAbout the RoleWise FinServ is looking for a dynamic and analyticalProduct & Research Analystto join our expanding Product & Research Team. The ideal candidate will be responsible for supporting investment research, financial planning, retirement strategies, and portfolio analysis. This role requires strong analytical capabilities, an understanding of...
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Senior Wealth Manager
9 hours ago
Pune, Maharashtra, India, Maharashtra Nuvama Wealth Full timeAbout Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
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Wealth Research Analyst
9 hours ago
Gurugram, Haryana, India, IN SBNRI Full timeWe're Hiring: Wealth Research Analyst Intern at SBNRI! Ready to dive into financial research at a fast-paced startup? SBNRI is seeking a sharp finance student from a Tier 1 college for a 3-month paid internship. Passion for markets, data, and wealth strategies? This is your launchpad!What You'll Do:Research markets, trends, and securitiesAnalyze data and...
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Senior Wealth Manager
2 days ago
Chennai, Tamil Nadu, India, Tamil Nadu Nuvama Wealth Full timeAbout Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
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Private Wealth Manager
9 hours ago
Mumbai, Maharashtra, India, Maharashtra equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
