Senior Research Analyst – Mutual Funds

Surat - India

Monthly Salary: Not Disclosed

Posted on: 21 days ago

Vacancies: 1 Vacancy

Job Summary

Senior Research Analyst Mutual Funds

Location: Surat

Role Overview:
Were 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:
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.

Senior Research Analyst Mutual FundsLocation: SuratRole Overview:Were seeking a highly skilled and experienced professional to lead our mutual fund research functiondelivering actionable insights and recommendations to support our distributors clients and internalteams. This role involves in-depth ...