Research Analyst – Mutual Funds

3 days ago

Ahmedabad, Gujarat, India RECEX Pvt. Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 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.

  • Equity Research Analyst

    1 week ago

    Ahmedabad, Gujarat, India Africare Global Business Ventures Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position: Senior Equity Analyst and Senior Mutual Fund/Bond Analyst Location: AhmedabadPosition Overview:We are seeking an accomplished Senior Equity/Mutual Fund Analyst to join our team. This role will be integral to building and managing the stock, mutual fund and bond portfolios for our family office. The role requires sector tracking and stock...

  • Research Analyst

    21 hours ago

    Ahmedabad, Gujarat, India EduFund Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are seeking a detail-oriented and analytical Research Analyst to join our Research team. The successful candidate will conduct comprehensive research and analysis on capital market instruments, sectors, and economic trends to support client advisory.Key Responsibilities:Conduct in-depth fundamental and technical analysis of mutual funds, equities, fixed...

  • Finance Research Analyst

    1 day ago

    Ahmedabad, Gujarat, India gentle Full time

    Finance Analyst / Research Analyst (Full-Time & Internship) Location:Ahmedabad (On-site) Type:Full-time role or structured internshipWhat You'll DoCollect and organize financial data from official and verified public sources (NSE, BSE, SEBI, RBI, AMFI, MCA).Work with product and data teams to build reliable financial data systems for listed and unlisted...

  • Finance / Marketing Internship

    2 weeks ago

    Ahmedabad, Gujarat, India Aarav Investments | Mutual Funds & Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Internship Opportunity: Finance & Marketing/Sales InternLocation: Ahmedabad, Gujarat - On-siteCompany: Aarav Investments – Boutique Wealth Management & AdvisoryCompany DescriptionAarav Investments is an AMFI-registered investment advisory firm specializing in various financial services, including Mutual Funds, PMS, Bonds, FD, AIF, NPS, Unlisted Shares, and...

  • Business Development Executive, Mutual Funds and Investments

    1 week ago

    Ahmedabad, Gujarat, India Real Value Portfolio Management & Marketing Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Roles and ResponsibilitiesIdentify and onboard High Net Worth Individuals (HNIs) and retail + corporate clients for mutual funds, insurance, and wealth products.Build and manage long-term client relationships with trust, integrity, and consistent follow-ups.Achieve monthly equity sales targets.Conduct presentations, meetings, and client interactions to...

  • Relationship Manager

    1 day ago

    Ahmedabad, Gujarat, India Axis Mutual Fund Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Coverage - Wealth Counters,Fund Raising across Wealth Channel,Mutual Fund Sales - Active and Passive,Alternate Sales,Client and Partner Services

  • Research Analyst

    2 weeks ago

    Ahmedabad, Gujarat, India, Gujarat Equirus Full time

    Role Title: Equity Research AnalystLocation: AhmedabadQualification: MBA from a reputed instituteExperience: 4 – 7 years of relevant experience in the power industry or on the sell-sideRoles & Responsibilities:Conduct channel checks and collect insights from the market on what is happening on ground with respect to companies in the sector.Translate...

  • Sales Trainer

    18 hours ago

    Ahmedabad, Gujarat, India Kotak Mutual Fund Full time ₹ 8,00,000 - ₹ 16,00,000 per year

    Job Role:The ideal candidate shall be responsible to conduct training interventions for MFD's, Banks, Employees etc. pre-dominantly in Gujrat regionTraining could be conducted virtually or classroom intervention and the candidate should be willing to travel to various locations across the Country depending on the exigency of business.The candidate should be...

  • Proposal Research Analyst/ Outreach Specialist

    22 hours ago

    Ahmedabad, Gujarat, India Morph Enterprise Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Location: Vadodara, GJABOUT MORPH ENTERPRISE LLCMorph Enterprise LLC is an IT Staffing and Consulting firm providing adaptable, innovative and comprehensive high-quality workforce and IT consulting services to address the evolving needs of businesses. We deliver best-in-market services quickly, while consistently providing incredible experiences to our...

  • Data Research Analyst

    2 weeks ago

    Ahmedabad, Gujarat, India IT Path Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job Description – Data Research AnalystLocation: Ahmedabad, Gujarat | Experience: 0- 2 Years | Industry: IT ServicesRole Overview:We are looking for a Data Research Analyst to collect, analyze, and interpret data to support business decisions and client projects.Roles & Responsibilities:Collect and validate data from multiple sources for accuracy and...