Posted:4 days ago|
Platform:
On-site
Full Time
We are hiring for a leading financial distributor for Surat location. The details are below:
Role Summary:
We are looking to hire a dynamic and detail-oriented Research Analyst who will play a key role in supporting our
mutual fund distribution business through structured fund analysis, performance evaluation, and process due
diligence. The role involves maintaining accurate fund data, publishing insightful research reports, classifying
funds based on relevant 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 MF schemes.
Fund Analysis & Classification
Develop frameworks to classify funds based on style (e.g., value, growth, blend), market cap, strategy, and factor
orientation.
Evaluate fund performance using risk ratios like drawdown, negative observations, Standard deviations, etc.
Track the consistency of fund rankings and performance across rolling periods and peer comparisons.
Research Report Generation
Prepare periodic research reports (monthly/quarterly/annual) covering:
Scoring funds on the basis of consistency and risk measures
Industry inflows and outflows, New fund offers (NFOs) 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 stated investment mandates.
Flag significant changes in fund strategy, manager, or process that may impact recommendations.
Monitoring & Compliance
Track and monitor the consistency of funds with their stated investment objectives.
Highlight red flags such as frequent strategy shifts, style drifts, or underperformance.
Job Types: Full-time, Permanent
Pay: ₹300,000.00 - ₹900,000.00 per year
Benefits:
Schedule:
Supplemental Pay:
Experience:
Work Location: In person
Majesty Techsol
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3.0 - 9.0 Lacs P.A.
3.0 - 9.0 Lacs P.A.
