Research Analyst

Teamone Parivaar • pune division, maharashtra, India • Posted June 19, 2026

Location pune division, maharashtra

Job Type Full-time

Category Other-General

Posted June 19, 2026

Key Responsibilities  
	•	Conduct comprehensive portfolio reviews of client holdings across MF, equities, debt, and FDs. 
	•	Identify duplication, underperformance, and inefficiencies in portfolios. 
	•	Design before–after restructuring proposals showing value-add to clients. 
	•	Build and maintain TeamOne Model Portfolios (SIP, lumpsum, thematic). 
	•	Provide research notes and talking points for RMs ahead of client meetings. 
	•	Train RMs on market updates, product positioning, and investment narratives. 
	•	Track performance of recommended strategies and update quarterly. 

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Desired Profile  
	•	Education: CFA (L1/L2 preferred), CA (with investment exposure), or MBA (Finance). 
	•	Experience: 2+ years in mutual fund/equity research, PMS/AIF, wealth management, or brokerage research desk. 
Skills:  
	•	Strong analytical skills in p...
            

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