Research Associate (Financial Services)

Let’s be #BrilliantTogether

ISS STOXX is looking for an Associate to join our Market Intelligence - Research Solutions team in Mumbai. This presents an exciting opportunity to shape and make a significant contribution to the global Product / Wealth Management/ Distribution / Thought Leadership research teams of ISS MI.

Overview:

ISS Market Intelligence Research Development forms part of the Market Intelligence (MI) division of ISS.

ISS MI provides critical data and insights to global asset managers, insurance companies and distributors to help make informed, strategic decisions to manage and grow their business. Through its combination of proprietary and integrated datasets, in-depth global research and trusted executive engagement, MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products, including funds, annuities, insurance, mortgages, and other instruments. The MI suite of solutions encompasses the industry-leading data platforms: Simfund, BrightScope, Local Market Share, Financial Clarity, as well as a full collection of global research and analytics services, including Investor Economics, Market Metrics, and Plan for Life.

MI Research clients span a broad spectrum from major financial companies, including asset managers, banks, wealth managers, mutual fund companies, life insurers, and brokerage firms, to regulators, government agencies, and industry associations. Our research teams engage with multiple levels within our client organisations, ranging from analysts to C-suite business leaders, both as part of our research processes and through numerous individual and group client interactions.

The position of an Associate on the Research Development team represents an exciting opportunity to shape and make a significant contribution to the global research teams of ISS MI opening the door to different career pathways within MI Global Research organisation.

Responsibilities:

The ongoing research responsibilities of the position feed into quarterly, semi-annual and annual subscription-based research publications, as well as being a key support for one-time engagements and research projects. The role involves ongoing tracking of product and distribution channel metrics, engaging with many research participants for both knowledge-building and client service perspectives.

Specifically, on a day-to-day basis, the Associate's responsibilities could encompass the following:

• Financial literacy – Should have a basic level of understanding of financial products across the financial spectrum (Banking, Insurance, Asset wealth management and Capital markets)

• Develop necessary skillsets via training – Undergo training on data sources to collect information and produce content.

• Information gathering: Review information gathered by the analyst and, if required, conduct secondary research on emerging trends in the financial services industry (esp. Asset/wealth management, Insurance and alternative private markets space.

• Synthesise and summarise findings from the above pieces of intelligence gathered on global trends/topics

• Deliverables: Contribute to periodical research productions and other outputs as required by the global research team. Based on need, conduct competitive intelligence and prepare factsheets of players. Support for one-time engagements at ISS MI  by conducting the requisite secondary research to produce the output

• Team player - Proactively share knowledge and understanding of industry developments with the global ISS MI Research team, on a formal and informal basis.

Individuals who join the ISS MI team will enjoy:

• Competitive compensation and benefits.

• A highly interactive, collegial, and supportive culture.

• Unparalleled engagement with senior and C-suite executives at firms across the wealth management, banking, retirement and insurance fields.

Qualifications:

The ISS MI Research environment is best suited to self-starting, highly motivated individuals who can deal with the pressures of learning/researching, developing analyses and delivering research outputs within specific timelines.

Candidates should have:

• A master's degree from a well-recognised university in economics, finance, commerce, or business administration. Other disciplines such as mathematics, statistics or social sciences will be considered in combination with experience.

• 4-6 years’ experience in the financial services or wealth management industries would be preferred (though not necessary)

• Must be proficient in standard office software (MS Office Excel, Word, PowerPoint, Access).

• Strong command and understanding of MS Excel and working knowledge of databases an assets.

• High attention to detail and data integrity.

• Well-developed verbal and written communication skills.

• Strong interpersonal and people management skills.

• Sense of responsibility for deadlines and deliverables.

• The flexibility to adapt to changing priorities.

• Excellent problem-solving skills.

#ASSOCIATE

#MIN

#LI-GS1

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com       

View additional open roles: https://www.issgovernance.com/join-the-iss-team/      

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”).  All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.