Research Analyst for Mutual Funds-Ahmedabad

Job Title: Research Analyst – Mutual Funds

Location:

Department:

Reports To:

Job Summary:

Research Analyst

Key Responsibilities:

• Conduct in-depth analysis of mutual funds, fund houses, and fund managers.
• Track and compare fund performance against benchmarks and peer groups.
• Evaluate mutual fund portfolios to understand asset allocation, sector exposure, and risk characteristics.
• Prepare research reports, investment notes, and presentations for internal and client use.
• Maintain a database of mutual fund performance, ratings, and key metrics.
• Assist in the creation and periodic review of mutual fund recommendation lists.
• Monitor macroeconomic indicators and market trends that impact mutual fund performance.
• Collaborate with portfolio managers, sales teams, and product teams to provide insights.
• Interact with mutual fund company representatives to gather qualitative insights.
• Stay updated on SEBI regulations and compliance matters affecting mutual funds.

Key Skills & Competencies:

• Strong analytical and quantitative skills.
• In-depth understanding of mutual fund products, NAV calculations, expense ratios, and portfolio structures.
• Proficiency in tools such as Excel, Bloomberg, Morningstar, or Value Research.
• Excellent written and verbal communication skills.
• Ability to interpret financial statements and fund fact sheets.
• Detail-oriented, with a strong sense of responsibility and integrity.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or related field (Master’s preferred).
• CFA (preferred), MBA (Finance), or other investment-related certification.
• 1–5 years of experience in mutual fund research or investment analysis (adjust for level).

Preferred Experience:

• Preferred Experience of working in a mutual fund rating agency, wealth management firm, or AMC.
• Familiarity with Indian mutual fund market and SEBI guidelines.