Senior Research Analyst – Mutual Funds

1 day ago

Surat, India Vitasta Consulting Pvt Ltd Full time

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.

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