Senior Research Analyst – Mutual Funds

7 days ago

Surat, India Vitasta Consulting Pvt Ltd Full time

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.

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