Senior Research Analyst - Mutual Funds

About Us:

NJ India Invest is one of India's largest B2B mutual fund distribution platforms, serving over 47000

distributors all over the country. We are now looking to hire a Senior Research Analyst to lead our

mutual fund research team and strengthen our research capability across equity, debt, hybrid, and

alternative investment products.

Role Overview:

We are seeking a highly skilled and experienced professional to lead our mutual fund research function,

delivering actionable insights and recommendations to support our distributors, clients, and internal

teams. This role involves in-depth fund analysis, performance tracking, market monitoring, and

contributing to product evaluation and education.

Key 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:

• CFA preferred (completed or in progress), MBA (Finance).
• 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.

Skill Set:

• 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.