Mutual Funds Analyst

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:

• Health insurance
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Experience:

• Mutual Funds Analyst: 1 year (Preferred)

Work Location: In person