Senior Retail Investment Research Analyst

Overview

Senior Retail Investment Research Analyst supporting the U.S. Global Manager Research (GMR) team within Investment Solutions, Wealth & Investment Management (WIM).

What you'll do

• Conduct qualitative and quantitative analysis of investment managers, strategies, and products.
• Support investment due diligence and ongoing monitoring activities across investment products.
• Analyze performance, risk characteristics, portfolio holdings, and market trends.
• Prepare presentations, scorecards, and monitoring deliverables.
• Maintain research databases and support data-driven analysis and reporting.
• Partner with U.S.-based analysts, researchers, and business stakeholders to deliver timely research insights.
• Identify process improvement and automation opportunities to enhance research efficiency and reporting quality.

What you'll need

• 4+ years of Retail Investment Research experience.
• Experience with investment products.
• Strong analytical, quantitative, and communication skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial data analysis.

Nice to have

• MBA in Finance preferred.
• CFA (Levels I-III) preferred.

Details

• Location: Bengaluru, India.
• Should be flexible in shift timing: 12:30 PM IST - 9:30 PM IST / 1:30 PM IST - 10:30 PM IST.
• Posting end date: 28 Oct 2026.