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Ishita Pandey

@ishitapandey

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Product research and investment analyst specializing in mutual funds, PMS, AIFs, and debt instruments.

India

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What I'm looking for

I am looking for roles where I can research and evaluate investment products, contribute to product positioning, and translate analysis into advisor-ready communications within a collaborative team.

I am a product research and investment analysis professional with 3+ years of experience across Mutual Funds, PMS, AIFs, and debt instruments, focused on product evaluation, market analysis, and competitor benchmarking.

I track equity and fixed-income markets, AUM trends, SIP flows, yield curve shifts, and regulatory developments to inform product positioning and advisory frameworks.

I have prepared 30+ product notes, scheme updates and presentations, performed back-testing and scenario analysis, and supported portfolio construction and TER analysis to strengthen product recommendations.

I translate complex market data into clear, client-ready communications for advisors and investors, and I am skilled with Bloomberg, Morningstar, ICRA MFI, advanced Excel, and data visualization tools.

Experience

Work history, roles, and key accomplishments

Current

Client Advisor - Research

Current

Parag Parikh Financial Advisor Services

Sep 2024 - Present (1 year 5 months)

Conducts product research across mutual funds, PMS, AIFs and debt instruments covering AUM trends (₹45,000 Cr+), SIP flows and regulatory updates; prepared 30+ product notes, scheme updates and market outlooks to support advisor communication and compliance-reviewed content.

Mutual Funds PMS Equity & Fixed Income Analysis Fund Manager Research Excel Morningstar

Product Research Analyst

ICICI Prudential Asset Management Company

Jun 2022 - Aug 2024 (2 years 2 months)

Performed product benchmarking and performance attribution for mutual fund schemes, produced fund snapshots and client-ready summaries, and tracked industry trends to inform scheme positioning and advisory discussions.

Mutual Funds Competitor Analysis Market Research Client Communication Excel MIS Data Visualization

Education

Degrees, certifications, and relevant coursework

Chetana Institute of Management and Research

Master of Business Administration, Finance

2020 - 2022

Completed a Master of Business Administration with a specialization in Finance, focusing on financial markets, product research, and investment analysis.