Senior Research Analyst - Mutual Funds

Senior Research Analyst - Mutual Funds

Location: Surat

Role Overview:

We're 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.