Research Analyst For Wealth Management
- Capita
- 0 - 2 years
- Mumbai
- 2 months ago
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Job Description
Location: Mumbai, India
Company: Alpha Capital
About Alpha Capital
At Alpha Capital, we are a client-centric wealth management firm focused on delivering bespoke investment solutions. Our strength lies in deep research, long-term relationships, and a commitment to helping clients grow and preserve wealth across generations. We are looking for passionate individuals who share our vision and want to be part of a dynamic and growing team.
Role Overview
As a Research Associate, you will be at the heart of our investment and product research initiatives. You will support the advisory and portfolio teams by generating insights through macroeconomic analysis, product evaluations, and data-driven research. The role involves deep collaboration, curiosity, and the ability to simplify complex ideas for internal and client-facing teams.
Key Responsibilities
1. Data Analytics & Investment Research
Analyze and interpret data related to macroeconomics, markets, and industry trends.
Drive our end-to-end research process from idea generation to final report.
Conduct primary and secondary research using multiple financial and news sources.
Support senior team members in evaluating new investment opportunities.
2. Product Research & Analytics
Assist in product selection across asset classes: Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc.
Understand product structure, risk-return characteristics, taxation impact, and performance metrics.
Conduct monthly performance reviews of recommended products and fund managers.
Create and maintain detailed product notes and investment presentations.
3. Stakeholder Collaboration
Liaise with internal teams to understand research requirements and deliver actionable insights.
Participate in expert calls, product discussions, and investment reviews.
Contribute to thematic research and strategy reports for advisory and client servicing teams.
Candidate Profile Who Were Looking For
PGDM/MBA (Finance), Bcom. ,or equivalent in Finance/Research discipline, strong accounting background preferrable
01 year of experience in financial services or client advisory (Freshers welcome)
Strong analytical, research, and communication skills
High level of curiosity and willingness to learn about markets and products
Proficiency in Excel, PowerPoint, and basic financial databases/tools
A team player with a passion for finance and long-term investment thinking
What Youll Gain
First-hand experience in product and macro research in a growing wealth advisory
Exposure to curated product platforms and high-net-worth client portfolios
Mentorship from senior professionals and access to learning resources
A growth path into advisory, research strategy, or product specialist roles
Location:
Mumbai (On-site role; occasional client/event interactions)
To Apply:
Send your updated CV to pr*****a@al*********l.in
Job Classification
Industry: Financial Services (Asset Management)Functional Area / Department: BFSI, Investments & Trading, Role Category: BFSI, Investments & Trading - OtherRole: BFSI, Investments & Trading - OtherEmployement Type: FreshersContact Details:
Company: Alpha CapitalLocation(s): Mumbai
Keyskills: Investment Analysis Market Research Financial Analysis Financial Research Due Diligence Competitive Analysis
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Capita
https://www.alphacapital.in About Us: Alpha Capital is a boutique wealth management and family office firm, catering to HNI clients.
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