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Senior / Wealth Product & Research Analyst @ Choice International

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Choice International  Senior / Wealth Product & Research Analyst

Job Description

We are seeking a dynamic and analytical Senior/Wealth Product & Research Analyst to join our growing Wealth Management team. The ideal candidate will be responsible for analyzing investment products across Mutual Funds, PMS, AIFs, Bonds, and other instruments, while providing deep insights into market trends, product performance, and strategic recommendations. This is a high-impact role that combines product expertise, investment research, and client-centric thinking to support our wealth advisors and stakeholders in delivering superior client outcomes.
1. Thought Leadership & Market Analysis

  • Conduct in-depth analysis of macroeconomic trends, regulatory changes, and competitive landscape impacting Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc.
  • Generate timely insights to support internal stakeholders and inform strategic decisions.

2. Product Mix Recommendations

  • Collaborate with internal teams such as Wealth Sales, Equity & Debt Broking, and external partners including Fund Houses and Portfolio Managers.
  • Curate, evaluate, and recommend a robust product mix aligned with client needs and market opportunities.

3. Product Performance Evaluation

  • Monitor and analyze the performance of current product offerings using both qualitative and quantitative metrics.
  • Recommend changes, enhancements, or replacements based on performance analysis and client suitability.

4. Client Insights & Portfolio Support

  • Assist Wealth Managers in client portfolio reviews, ensuring alignment with financial goals, risk profiles, and investment preferences.
  • Incorporate client feedback into product and strategy adjustments.

5. Research Reports & Stakeholder Communication

  • Prepare and maintain detailed research reports, product notes, and presentations for internal and external stakeholders.
  • Own the delivery of key investment insights, thematic product ideas, and updates to all relevant teams.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Research & Development
Role Category: Research & Development - Other
Role: Research & Development - Other
Employement Type: Full time

Contact Details:

Company: Choice International
Location(s): Mumbai

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Keyskills:   Research Analysts

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₹ -12 Lacs P.A

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Choice International

Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation ...