Financial Research Analyst

2 weeks ago


Navi Mumbai, Maharashtra, India Monarch Networth Capital Limited Full time
Research Analyst Role Summary

Monarch Networth Capital Limited is seeking a highly skilled Research Analyst to join our Wealth Management Division. In this role, you will be responsible for conducting in-depth financial analysis and providing actionable insights to support our investment strategies.

Main Responsibilities:
  • Conduct detailed financial analysis of various asset classes, including mutual funds, bonds, and global markets.
  • Analyze and evaluate the performance, risk, and returns of these financial instruments.
  • Develop reports on market trends, sector performance, and global market movements, offering investment strategies across different asset classes.
  • Provide investment recommendations on portfolio diversification, asset allocation, and risk management based on financial models and market research.
  • Stay updated on global markets, bond yields, interest rates, and macroeconomic indicators affecting investment decisions.
  • Collaborate with the wealth advisory and portfolio management teams to ensure the research supports client-focused investment strategies for High Net Worth Individuals (HNIs).

Requirements:
  • Minimum 5 years of experience in financial analysis, with a strong focus on mutual funds and asset classes like bonds, PMS/AIF, and structured products.
  • Market Expertise: Extensive knowledge of mutual funds, bonds, and global financial markets, as well as alternative investment strategies.
  • Analytical Skills: Strong financial modelling and quantitative analysis capabilities to evaluate and forecast the performance of investment products.
  • Communication Skills: Excellent written and verbal communication skills for conveying complex financial concepts clearly and effectively.
  • Technology Skills: Proficiency in financial analysis tools such as Bloomberg, Excel, and Morningstar.

Preferred Background:
  • Previous experience in research roles with top-tier financial institutions or wealth management firms, focusing on mutual funds and alternative asset classes.
  • Proven track record of providing data-driven insights and actionable recommendations in a fast-paced investment environment.


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