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Job Description:

Job Title: Lead - Research and Insights

The Purpose of This Role

This role sits at the intersection of industry research, competitive intelligence, and analytics-led consulting, with a core mandate to generate outside-in insights that shape strategic thinking and executive decision-making.

As a Lead / Senior Lead in the Analytics Consulting team within the Analytics, Research & Data (ARD) business unit, you will work closely with senior leaders and business teams across the firm to bring clarity to complex market dynamics. You will synthesize research, competitive intelligence, and data-driven analysis to develop enterprise-level perspectives on industry trends, competitive shifts, and growth opportunities.

A defining aspect of this role is the ability to cut through noise, identify what truly matters, and translate insights into clear, executive-ready narratives that support better strategic decisions.

What You Will Do

• Drive industry research and competitive intelligence across brokerage, wealth management, asset management, and adjacent fintech ecosystems
• Monitor competitor moves, emerging trends, regulatory developments, and market events, and assess their strategic implications for the business
• Develop market landscapes, growth opportunity assessments, market sizing analyses, and business case inputs in support of executive priorities
• Build and maintain decision-ready benchmarking datasets by normalizing and curating competitor and internal information for meaningful comparison
• Translate research and quantitative analysis into clear, concise presentations, visuals, and strategic recommendations
• Partner with analytics, finance, and business teams to integrate data-driven analysis into broader strategic perspectives
• Support targeted business analyses using internal systems, external databases, and third-party research sources
• Build trusted relationships with senior stakeholders and help shape research agendas on topics that matter most to the business

What Makes You Successful in This Role

• You are a structured, hypothesis-driven thinker with strong business judgment and strategic instincts
• You can move from ambiguity to insight, framing complex business questions into clear research approaches and actionable recommendations
• You are not just an information gatherer -you are an insight generator who can form and articulate a point of view
• You are a strong storyteller, able to translate research findings and quantitative outputs into compelling, executive-level narratives
• You are intellectually curious, proactive, and energized by learning about markets, competitors, and industry shifts
• You collaborate effectively across teams and are comfortable operating in a matrixed environment
• You care deeply about quality, relevance, and driving impact through your work

Required Experience & Skills

• 4 to 7 years of experience in research, competitive intelligence, strategy, analytics consulting, or related roles
• Strong understanding of brokerage, wealth management, asset management, and/or fintech business models
• Proven experience conducting secondary research using:
  • Internet-based research tools
  • Proprietary databases and third-party sources
  • Regulatory filings, government publications, and industry sources
• Familiarity with GenAI tools such as Copilot or Claude for research and synthesis use cases
• Strong ability to synthesize multiple data points into a clear point of view
• Experience creating executive-grade presentations, infographics, and strategic narratives
• Advanced PowerPoint and Excel skills
• Strong written and verbal communication skills
• Experience working with senior stakeholders and contributing to strategic discussions

Preferred Skills

• Experience in financial services, fintech, management consulting, or strategy/advisory environments
• MBA or equivalent qualification
• Working knowledge of SQL, Snowflake, or relational databases
• Familiarity with visualization tools such as Power BI, Tableau, or Qlik
• Understanding of digital/business metrics, experimentation, or scenario analysis

Why This Role Matters

The Analytics, Research & Data team partners across the firm to address some of its most important strategic questions. In this role, your work will directly influence how leaders understand the market, interpret competitive dynamics, and identify future opportunities.

By combining research rigor, analytical thinking, and executive storytelling, you will help the organization anticipate change, make better decisions, and invest with confidence.

Location: Bangalore – EGL

Shift timings: 11:00 AM – 8:00 PM

Certifications:

Category:

Business Analytics and Insights