Research Analyst

Job Description (JD)Position: Research Analyst / Technical Research Analyst

Department : Wealth Management / Quant Analysis

🎯 Role Overview Research Analyst / Technical Research Analyst

• 🔍 Key Responsibilities📈 Market Research & AnalysisEquity, F&O, Indices
• Macro & sectoral trends study
• Fundamental & technical data evaluation
• 📊 Technical AnalysisChart patterns (Price Action, Breakouts)
• Indicators (RSI, MACD, Moving Averages)
• Support / Resistance levels
• 💼 Wealth Management SupportPortfolio analysis
• Asset allocation
• Risk profiling
• 🧠 Strategy DevelopmentShort-term & positional strategies
• Option strategies (Spreads, Hedging)
• Trade setup validation
• 📝 Reporting & DocumentationDaily / Weekly research reports
• Trade notes & rationale
• Client presentation
• ⚠️ Risk & Compliance AwarenessSEBI guidelines understanding
• Risk management discipline

🛠 Required Skills✔ Technical Analysis

✔ Market Psychology

✔ Risk Management

✔ Excel / Data tools

✔ Charting platforms (TradingView etc.)

✔ Strong analytical thinking

• 🎓 QualificationsFinance / Economics / Commerce / MBA / CFA (preferred)
• NISM-Series-XV: Research Analyst Certification

• 💡 Preferred ExperienceEquity / F&O research
• Portfolio advisory
• Algo / Quant exposure (bonus)

🌟 Core Competencies✔ Analytical mindset

✔ Decision-making ability

✔ Attention to detail

✔ Discipline & accountability

• 📌 Performance Metrics (KPI)Accuracy of analysis
• Risk-adjusted returns
• Report quality

Client satisfaction

Position: Technical Research Analyst

Responsibilities:

• Charts & indicators analysis
• Entry / Exit setup creation
• Trend & momentum detection
• Stop-loss & target planning
• Portfolio strategy
• Asset allocation
• Risk assessment