Research Analyst for Mutual Funds-Ahmedabad

1 day ago

Mumbai, Maharashtra, India VIVRO Financial Services Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Title: Research Analyst – Mutual Funds

Location:
Ahmedabad

Department:
Wealth Management

Reports To:
Senior Vice President

Job Summary:

We are seeking a detail-oriented and analytical
Research Analyst
to support our mutual fund investment strategies. The ideal candidate will be responsible for conducting thorough research on mutual funds across asset classes (equity, debt, hybrid), evaluating fund performance, monitoring fund manager strategies, and providing actionable insights to guide investment decisions.

Key Responsibilities:

  • Conduct in-depth analysis of mutual funds, fund houses, and fund managers.
  • Track and compare fund performance against benchmarks and peer groups.
  • Evaluate mutual fund portfolios to understand asset allocation, sector exposure, and risk characteristics.
  • Prepare research reports, investment notes, and presentations for internal and client use.
  • Maintain a database of mutual fund performance, ratings, and key metrics.
  • Assist in the creation and periodic review of mutual fund recommendation lists.
  • Monitor macroeconomic indicators and market trends that impact mutual fund performance.
  • Collaborate with portfolio managers, sales teams, and product teams to provide insights.
  • Interact with mutual fund company representatives to gather qualitative insights.
  • Stay updated on SEBI regulations and compliance matters affecting mutual funds.

Key Skills & Competencies:

  • Strong analytical and quantitative skills.
  • In-depth understanding of mutual fund products, NAV calculations, expense ratios, and portfolio structures.
  • Proficiency in tools such as Excel, Bloomberg, Morningstar, or Value Research.
  • Excellent written and verbal communication skills.
  • Ability to interpret financial statements and fund fact sheets.
  • Detail-oriented, with a strong sense of responsibility and integrity.

Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting, or related field (Master's preferred).
  • CFA (preferred), MBA (Finance), or other investment-related certification.
  • 1–5 years of experience in mutual fund research or investment analysis (adjust for level).

Preferred Experience:

  • Preferred Experience of working in a mutual fund rating agency, wealth management firm, or AMC.
  • Familiarity with Indian mutual fund market and SEBI guidelines.

  • Mutual Fund Analyst

    1 week ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Mutual Fund Research AnalystRole Summary:We are looking to hire a dynamic and detail-oriented Research Analyst who will play a key role in supporting our mutual fund distribution business through structured fund analysis, performance evaluation, and process due diligence. The role involves maintaining accurate fund data, publishing insightful research...

  • Business Analyst

    3 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Anand Rathi Share and Stock Brokers Ltd Full time

    Key Skills & Responsibilities:Strong knowledge of mutual funds, investment products, and transaction processes.Familiarity with online transaction platforms (NSE NMF-II, BSE StAR MF, NSE Invest, MF Utility, etc.).Experience in preparing BRDs, user stories, and workflows.Understanding of mobile app and web development life cycle.Exposure to UI/UX best...

  • Mutual Fund Advisor

    1 week ago

    Mumbai, Maharashtra, India Eteam Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description Mutual Fund Market/Service AdvisorWe are looking for a knowledgeable and client-focused Mutual Fund Market/Service Advisor to guide investors in selecting suitable mutual fund products. The role involves providing financial advice, portfolio recommendations, risk assessment, and ensuring excellent customer service. The advisor will build...

  • Mutual Fund Sales/ Mutual Fund Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India Growmore FInancial Services Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role & responsibilitiesThis is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and...

  • Operations (mutual Fund)

    2 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesOperations in Mutual Fund*Job Summary:*We're seeking an experienced Operations professional to join our mutual fund organization. You'll oversee daily operations, ensuring efficient and accurate processing of transactions, reconciliations, and reporting.Key Responsibilities:- Transaction Processing: Process transactions, including...

  • Product Research Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Product Research Analyst :We are seeking a Product Research Analyst for our Wealth Management Division, responsible for analyzing investment philosophies and conducting market research to inform the team on new product development in the industry.(1 to 3 years of proven experience)Roles & Responsibilities:Strong understanding of Equity, Debt, Hybrid Mutual...

  • Funds Research Consultant

    3 days ago

    Mumbai, Maharashtra, India CRISIL Ltd Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Senior Consultant - Funds Research Department MI&A Job Description Functional Responsibility / Domain Related The role will include following responsibilities:Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the...

  • Senior Research Analyst

    2 weeks ago

    Mumbai, Maharashtra, India crescendo global Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description Senior Research Analyst - Fixed Income Index/ Indices Experience Required: 2 Years - 5 YearsLocation: MumbaiDiscipline: Credit RatingJob Type: PermanentContact Name: Princy ChauhanContact Email: Job Reference: 72610Published: about 10 hours agoSummary An exciting opportunity to work with one of the most reputed financial analytics...

  • Mutual Fund Operations Executive

    1 week ago

    Mumbai, Maharashtra, India Talent Corner Hr Services Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    Urgently require Mutual Fund Operations Executive @ Mulund, Mumbai.Execute mutual fund transactions, including purchases, redemptions, and exchanges, ensuring accuracy.Ensure all operational activities comply with relevant industry regulations Required Candidate profileGood Communication SkillPrior experience in mutual fund operationsKnowledge of MS Office

  • Mutual Fund Operation Executive

    1 week ago

    Mumbai, Maharashtra, India impact pvt Full time ₹ 30,00,000 per year

    Role : Mutual Fund Operation ExecutiveExperience : Min 1 year of experience into Mutual Fund OperationSalary : Up to 25KEducation : GraduationNotice : Immediate to 15 DaysLocation : Boriwali, MumbaiSkills : Mutual Fund Operation, KycJob Type: Full-timePay: Up to ₹25,000.00 per monthBenefits:Provident FundWork Location: In person