Senior Research Analyst - Mutual Funds

10 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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.


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