Senior Research Analyst -Mutual funds

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:

● 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.

Job Types: Full-time, Permanent

Pay: ₹1,200,000.00 - ₹1,500,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Work Location: In person