Research Associate
Fincreed Wealth LLP , AMFI Registered Mutual Fund Distributor, ARN 167478
Bengaluru, Karnataka, India0–2 yrs2h agovia LinkedIn
Posted 13 Nov 2026, 16:24 IST
This job at a glance
- Who can apply
- Freshers and up to 2 years · Bachelor's degree
- Must know
- Data visualizationExcelData analysisStakeholder managementOperations
- Work
- On-site in Bengaluru
- Pay
- Not stated by the employer.
- Skill demand
- Excel28%Stakeholder management22%Data analysis15%Data visualization4%of 98 similar fresher jobs posted in India this week
- Listed
- 13 Nov 2026 · still open
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About the Role
Fincreed Wealth LLP is seeking a full-time, on-site Research Associate to join their team in Bengaluru. This role will support investment decision-making through quantitative and qualitative research on mutual funds, bonds, and other investment products.
Key Responsibilities
- Conduct quantitative and qualitative research on mutual funds, bonds, and other investment products.
- Gather and analyze market data.
- Prepare comparative fund and product reports.
- Track macroeconomic and sector trends.
- Assist in portfolio reviews and recommendations.
- Prepare internal research notes, client-facing presentations, and dashboards.
- Coordinate with advisors to translate research insights into practical portfolio strategies.
- Maintain high data accuracy.
- Adhere to regulatory and compliance standards.
- Contribute to the continuous improvement of research methodologies and tools.
Requirements & Tech Stack
- Strong financial markets and investment analysis skills, including understanding of mutual funds, fixed income products, and basic portfolio concepts.
- Data analysis and research skills, including proficiency with spreadsheets, financial databases, and the ability to interpret quantitative and qualitative information.
- Clear written and verbal communication skills to prepare concise reports, presentations, and client-ready documentation.
- Organizational and time-management skills, with the ability to handle multiple research tasks, meet deadlines, and maintain documentation accurately.
- Collaboration and stakeholder-management skills to work closely with advisors, operations, and compliance teams.
Qualifications
- Bachelor’s degree in Finance, Economics, Commerce, or a related discipline.
- Post-graduate or professional certifications (e.g., NISM, CFA Level I) are an advantage.
- Familiarity with SEBI and AMFI regulations is beneficial.
- Prior experience or internships in wealth management, asset management, or financial research will be beneficial.