7 Fund Analysis Jobs

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 schemes. Fund Analysis & Classification: - Develop frameworks to classify funds based on style, market cap, strategy, and factor orientation. - Evaluate fund performance using risk ratios like drawdown, Standard deviations, etc. - Track fund rankings and performance consistency across rolling periods and peer comparisons. Research Report Generation: - Prepare periodic research reports covering fund consistency, risk measures, industry trends, and new fund offers analysis. - Provide research support for internal teams, distributors, and clients. AMC Interaction & Process Understanding: - Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process. - Document fund house processes, team structure, and adherence to investment mandates. - Flag significant changes in fund strategy, manager, or process. Monitoring & Compliance: - Track fund consistency with investment objectives and highlight any red flags. - Identify strategy shifts, style drifts, or underperformance. This is a full-time, permanent position with benefits such as health insurance, provident fund, day shift schedule, performance bonus, and yearly bonus. The ideal candidate should have at least 1 year of experience as a Mutual Funds Analyst. The work location will be in person. If you are detail-oriented, dynamic, and passionate about mutual fund analysis, we encourage you to apply for this exciting opportunity.,

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, Collateral Management, Cash Management), Investment Banking (Sell Side), and Multi-lateral financial institutions (World Bank, EBRD, ADB), as well as Alternatives (Private Equity, Private Debt, Real Estate, Investment Solutions). Additionally, you should have hands-on experience with various securities instruments including Equity, Fixed Income, Money Markets, REITs, Structured instruments, Alternatives, and tokens. Your role will also involve creating new Financial Services offerings, visualizing and conceptualizing innovative ideas, and providing thought leadership in the domain. You should be well-versed in data analysis, including Reference data, Trade Data, Holdings data, Performance Data, Risk Data, Other Analytics, and data consumption aspects by different personas. Having over 5 years of Pre-Sales experience, you should be adept at handling large-sized Financial Services RFP responses, understanding clients" needs, industry trends, challenges, and opportunities. A background in core Consulting from IT Services organizations is preferred, with a focus on IT experience rather than BPO or Non-IT roles. The ideal candidate for this role would hold an MBA in Finance with additional certifications such as CFA, FRM, or CFP, and have exposure to Capital Markets and Securities areas.,

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 through calls, showcasing your ability to engage with potential clients. To qualify for this role, you should be a graduate in any discipline, with a preference for a Commerce background. Good English communication skills are essential, and knowledge of any other language would be advantageous. Ideally, you should have 0-2 years of experience and be motivated to learn and develop into financial planners or sales managers. A certification in the finance domain would be an added advantage. It is important to note that this position primarily involves sales responsibilities with no backend tasks. Successful candidates will be expected to sign a one-year bond with the organization. In return, we offer an excellent and conducive work environment, providing a platform for learning, growth, and well-defined career progression. The salary offered will be commensurate with your potential and experience.,

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 and market analysis to support investment themes and client advisory. Perform detailed portfolio reviews for large accounts and institutional clients. Prepare periodic investment outlooks, market updates, and thematic research reports. Collaborate closely with the advisory and distribution teams to ensure alignment of research insights with client solutions. Monitor fund manager performance and maintain a robust due diligence process. Contribute to thought leadership and represent the research function in internal and client-facing forums. Key Skills & Qualifications Postgraduate in Economics, Finance, or related discipline; CFA or CFP qualification preferred. 710 years of relevant experience in investment research, mutual fund analysis, or portfolio strategy. Strong analytical and quantitative skills with a deep understanding of capital markets and macroeconomic indicators. Excellent written and verbal communication skills; ability to distill complex information into actionable insights. High level of initiative, integrity, and attention to detail. Proficient in tools like Excel, Bloomberg, Morningstar, and other financial databases. Please share your updated resume at kshipra.garg@wowjobs.biz

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 of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Master’s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred

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 Required: Strong understanding of Corporate/Wholesale banking processes, especially in Trade Finance Experience in developing or supporting core banking systems Knowledge of operational risk management in a financial services environment Ability to drive digital transformation initiatives in banking operations Strong problem-solving and client engagement skills Preferred Qualifications: Bachelor's degree in Finance , Business, or related field - B.com, M.com & MBA Regular relevent to Commerce background. Preferred Male candidates only. Relevant certifications in trade finance or Investment banking operations will be an added advantage Perks and benefits Best in the Industry , if you are interested in the above position , kindly send us the Updated Resume / CV on email id - kirti.kiran@guardell.com