Careers

Senior Product Research Analyst

Mumbai, Maharashtra, India

Job Summary - We are looking for a driven and detail-oriented individual to join our team in a research and advisory capacity. This role is ideal for someone with a strong foundational understanding of investments and a long-term mindset. The candidate will play a critical role in evaluating various financial products, assisting in formulating client financial plans, and supporting the investment advisory process.

Roles & Responsibilities

Recommend appropriate financial products (Mutual Funds, AIFs, PMS, Debt Instruments, etc.) aligned with a client’s profile and risk suitability.
Conduct timely, in-depth research on products, structures, and developments across asset classes.
Studying and understanding investing styles of various fund managers.
Regularly track industry and regulatory updates and assess their potential impact on client portfolios.
Communicate research findings effectively with clear reasoning and analytical logic.
Assist in crafting comprehensive, long-term financial life plans for clients keeping taxation in mind.
Collaborate with management to execute focused research tasks as required.
Direct Equity research and tracking – Understanding Business Models and Assessing Fair value of companies (Domestic & Global)

Candidate Desirability

Education: Chartered Accountant (CA) and minimum CFA Level 2 qualified.
Experience: 1–3 years of relevant experience in investment research, financial advisory, or related roles.
Sound knowledge of:
- Mutual Funds, PMS, AIFs, and Debt Instruments
- Direct and Indirect Taxation
- Listed Equities, REITs, and InvITs
Strong analytical skills and a long-term investment philosophy.
Excellent written and verbal communication skills.
Ability to work independently and take initiative on assigned research mandates.

Mumbai - Nariman Point

Opportunity Overview

Organization

PPFAS Wealth

Office Location

Mumbai

Job Type

Full-time

Experience

1-4

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