▷ Urgent Search Senior Research Analyst – Mutual Funds

4 days ago

Surat Gujarat, India Vitasta Consulting 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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