AVP Investment Research

A Leading Life Insurance Company is seeking an analytical AVP Investment Research to support the Chief Investment Officer in Mumbai. In this strategic portfolio analytics position, you will direct equity and sectoral research, fund monitoring, and decision-support analytics to enhance portfolio performance. Furthermore, you will draft high-impact presentations and documentation for the Board, Investment Sub-Committee, and statutory governance forums. Consequently, this role is vital for ensuring compliant, informed investment decisions across multi-asset funds.

The AVP Investment Research must combine deep capital markets and financial modeling expertise with exceptional executive communication skills. Collaborating closely across Investments, Risk, Finance, and Operations, you will maintain research repositories and champion digital research platforms to boost team productivity. Therefore, the organization is looking for a CA, CFA, or MBA graduate who interprets macroeconomic trends and asset allocation dynamics seamlessly. If you want to work alongside executive investment leadership, this role offers an ideal platform.

Key Responsibilities

• Assist the Chief Investment Officer in daily fund management activities through timely research inputs and valuation analytics.
• Conduct comprehensive equity, credit, and sectoral research while maintaining detailed, actionable management meeting notes.
• Prepare high-quality presentations and documentation for the Board, Investment Sub-Committee, and statutory committees.
• Draft investment commentaries and analytical write-ups for corporate newsletters, annual reports, and committee papers.
• Maintain a structured, centralized repository of investment research, analyst notes, and governance communication.
• Collaborate cross-functionally with Risk, Finance, and Operations teams to align investment operations and cash flow data.
• Drive digital capability enhancement by adopting modern research tools, analytics platforms, and market dashboards.

Requirements and Qualifications

• Postgraduate in Finance, MBA (Finance), Chartered Accountant (CA), or CFA charterholder (preferred).
• 8-10 Years of experience in Investments, Equity Research, Portfolio Analytics, or Asset Management in BFSI.
• Strong functional understanding of capital markets, equity valuation methods, and financial modeling.
• Advanced technical proficiency in MS Excel, PowerPoint, Bloomberg/Refinitiv, and digital research platforms.
• Exceptional written and verbal communication skills for executive governance documentation and board decks.