Senior Mutual Funds Research Analyst

NJ Group

10 - 15 years

15 - 20 Lacs

Surat

Posted:1 day ago| Platform:

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Skills Required

Investment Research Fund Performance Mutual Fund Research Research Analysis Research Reports Financial Research Portfolio Analysis

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Conduct
in-depth research
and due diligence on mutual funds across categories equity, debt, hybrid, etc.
Evaluate
fund performance, risk metrics, strategy, TER
, and fund manager track records.
Develop model portfolios suited to different
risk profiles and investment needs
Monitor
market trends, SEBI/AMFI regulations
, and fund industry developments.
Assist in
empanelment of new AMCs and products
on the NJ platform.
Create and maintain
research reports, fact sheets
, and presentations for distributor education.
Compare funds against benchmarks and peers to identify relative strengths and weaknesses.
Prepare research reports, fact sheets, presentations, and monthly/quarterly fund review notes.
Support the sales and distribution team with insights, training, and investor communication strategies.
Periodically review and track
recommended fund performance
and suggest changes where required.

Desired Qualifications & Experience:

MBA (Finance), CFA preferred (completed or in progress).
10+ years of experience in
mutual fund research, investment analysis, or portfolio advisory
.
Strong understanding of the
Indian mutual fund landscape
and regulatory frameworks (SEBI, AMFI).
Familiarity with tools like
Excel, Value Research, Morningstar India, Bloomberg
.

Skills That Matter:

Strong
analytical and communication skills
(written & verbal).
Ability to
translate research into distributor-friendly recommendations
.
Collaborative, client-centric, and solution-oriented approach.
Comfort working in a fast-paced, distributor-driven ecosystem.

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