Senior Research Analyst - Mutual Funds

About Us:

Senior Research Analyst

Role Overview:

lead our mutual fund research function

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:

• 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.