Mutual Fund Advisor

3 - 6 years

0 - 1 Lacs

Posted:2 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & Responsibilities:

  • Conduct

    fundamental research on equities, sectors, and mutual funds

    .
  • Analyse company

    financial statements, balance sheets, cash flows, and earnings reports

    .
  • Prepare

    valuation models (DCF, comparables, ratios)

    for stock recommendations.
  • Track

    macroeconomic indicators, interest rates, and policy changes

    affecting investments.
  • Evaluate

    mutual fund schemes (equity, debt, hybrid)

    and prepare comparative analysis.
  • Provide inputs on

    asset allocation and portfolio construction

    for client portfolios.
  • Write

    research reports, stock notes, and fund recommendations

    for internal and client use.
  • Work closely with advisory team to align research with client financial goals.

Preferred Candidate Profile:

  • 3 - 5 years of experience in

    equity or mutual fund research

    .
  • Strong financial analysis and valuation skills.
  • Excellent proficiency in Excel, Google Sheets, and financial modelling.
  • NISM or CFA certification (preferred, not mandatory).
  • Strong written and verbal communication to present research clearly.
  • Passionate about capital markets, investing, and wealth creation.

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