1.0 - 5.0 years

0 Lacs

surat, gujarat

On-site

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.,

Posted 4 days ago

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