11 Fund Analysis Jobs

As a Wealth Manager, you will be responsible for designing goal-based investment strategy plans and executing financial planning for clients. Your role will involve reviewing, researching, and recommending financial products, as well as assisting in fund analysis. Additionally, you will develop content and presentations (PPT) for online webinars, demonstrating a proactive approach and strong analytical skills. - Designing goal-based investment strategy plans - Executing financial planning for clients - Reviewing, researching, and recommending financial products - Assisting in fund analysis - Developing content and presentations (PPT) for online webinars You must possess excellent communicati...

**Job Description:** As a Solution Lead in the Financial Services domain, you will be responsible for developing solutions and providing expertise in various areas such as Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector. You should have a proven track record in managing alternative investments and possess expertise in areas like RFP responses, fund analysis, and performance evaluation. **Key Responsibilities:** - Develop solutions in Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector - Manage alternative investments effectively - Provide expertise in RFP responses, fund analysis...

As a Senior Research Analyst at NJ India Invest, you will play a crucial role in leading the mutual fund research team and enhancing the research capabilities across equity, debt, hybrid, and alternative investment products. Your responsibilities will include: - Conducting in-depth research and due diligence on mutual funds in categories such as equity, debt, and hybrid. - Evaluating fund performance, risk metrics, strategy, TER, and fund manager track records. - Developing model portfolios tailored to different risk profiles and investment needs. - Monitoring market trends, SEBI/AMFI regulations, and fund industry developments. - Assisting in the empanelment of new AMCs and products on the ...

Responsibilities Strategic Responsibilities Lead strategic financial planning, fund analysis, and control to support optimal business growth. Drive fund-raising initiatives aligned with business needs. Oversee due diligence, risk management, treasury operations, and credit rating processes. Operational Responsibilities Plan and manage cash flow for the financial year, covering existing and upcoming projects. Raise funds from financial institutions, banks, and lease finance companies at optimal cost. Oversee commercial aspects of Joint Development Agreements (JDAs), project feasibility, and other commercial contracts. Ensure compliance with RERA, escrow operations, legal, secretarial, and oth...

We are looking for a Research Analyst to join our leading financial distributor team in Surat. As a Research Analyst, you will be responsible for conducting structured fund analysis, performance evaluation, and due diligence to support our mutual fund distribution business. Your role will involve maintaining accurate fund data, generating insightful research reports, classifying funds based on various parameters, and engaging with fund houses to understand and track their investment strategies. Key Responsibilities: Data Management & System Updates: - Verify and reconcile fund classification, categories, and benchmark alignment. - Maintain qualitative and quantitative data of mutual fund sch...

As a Solution Lead in the Financial Services domain, you will be responsible for developing solutions and providing expertise in various areas such as Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector. You should have a proven track record in managing alternative investments and possess expertise in areas like RFP responses, fund analysis, and performance evaluation. With at least 15 years of experience in the Financial Services domain, you are expected to have exposure to Capital Markets in areas such as Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending,...

As a Wealth Manager, you will be responsible for designing goal-based investment strategy plans and executing financial planning for clients. Your role will involve reviewing, researching, and recommending financial products, as well as assisting in fund analysis. Additionally, you will develop content and presentations (PPT) for online webinars, demonstrating a proactive approach and strong analytical skills. You must possess excellent communication skills to effectively implement client financial plans and rebalancing strategies. Regularly emailing clients and curating content for emails will be part of your responsibilities. Moreover, you will be required to contact leads and nurture them...

About the Role We are looking for a seasoned and highly analytical professional for the role of Manager / Sr. Manager Research. This role is critical in supporting our investment advisory function by providing in-depth macroeconomic and market analysis, updating model portfolios, and driving fund recommendations. The ideal candidate will have a strong understanding of capital markets, mutual funds, and portfolio management strategies. Key Responsibilities Regularly update and provide rebalance recommendations for model portfolios based on market trends and internal strategy. Evaluate and update mutual fund recommendations using qualitative and quantitative frameworks. Conduct macroeconomic a...

2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level o...

Associate Director / Sr Manager (Manager research) Fund Research, Fund analysis, Fund due diligence Candidate should be only from Private market, Public market straight Candidate should have 7+ Yrs of exp. in area of Fund Research, Fund analysis, Fund due diligence Candidate should not be consider having equity research experience .

We are hiring Accountants!!! 1 - 3yrs experience as Accountant. Key Responsibilities: Support in addressing productivity and quality concerns while aligning with evolving customer expectations and compliance requirements. Transform traditional banking operations into agile and resilient models to ensure long-term business sustainability. Execute and manage end-to-end trade finance transactions, ensuring superior service and compliance with risk management protocols. Design, develop, and maintain core banking applications that support critical banking functions such as: Account and customer management Cash deposits and withdrawals Product lifecycle and relationship management Key Skills Requi...