Mutual Fund Research Analyst

Investt

0 - 2 years

1 - 2 Lacs

visakhapatnam

Posted:None| Platform:

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Skills Required

internet research excel power point presentation communication skills vlookup research analysis

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Conduct daily in-depth mutual fund analysis using our proprietary algorithm
Monitor fund performance, returns, and benchmark tracking
Review mutual fund NAV charts to identify
technical patterns and entry points
Track key
macroeconomic trends
(interest rates, inflation, global markets) and connect them to fund strategies
Identify underperforming funds and suggest
data-driven reallocation
Perform
fundamental analysis
of key holdings within fund portfolios
Highlight red flags (e.g., high debt, declining ROE) and value opportunities
Prepare short, simplified
LinkedIn, Twitter, and Instagram content
around mutual fund trends, macro insights, and market analysis
Collaborate with the
sales, operations, and marketing
teams to align research with client-facing strategies

Preferred candidate profile

Proficient in
Microsoft Excel
strong command over formulas, VLOOKUP, pivot tables, charts, and data visualization
Strong
analytical and logical thinking skills
– ability to independently derive insights from large data sets
Good with
numbers and financial data interpretation
Ability to
simplify complex financial concepts
into actionable and easy-to-understand insights
Excellent
communication and explanation skills
, both written and verbal
Detail-oriented and self-motivated with a strong sense of ownership

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