Mutual Fund Research Analyst

6 hours ago

Mumbai, Maharashtra, India Equitymaster Research Private Limited Full time

Role Overview

Equitymaster is seeking a Mutual Fund Research Analyst
 to join its research and editorial team in Mumbai. The role combines 
rigorous mutual fund analysis
 with 
clear, investor-focused writing
.

The analyst will be responsible not only for evaluating and rating mutual funds, but also for 
translating research insights into high-quality written content
—including research reports, articles, and presentations—aligned with Equitymaster's research-driven editorial standards.

Key Responsibilities

1. Mutual Fund Research & Analysis

  • Analyse mutual fund data to identify trends, risks, and actionable insights across equity, debt, and hybrid categories.
  • Conduct periodic fund evaluations and ratings, ranking schemes to form a clear house view on recommended funds.
  • Track and review the performance of past mutual fund recommendations to ensure accountability and consistency.
  • Evaluate New Fund Offers (NFOs), assessing their investment merit, risk profile, and suitability for investors.
  • Prepare detailed research reports on mutual funds, highlighting key features, strategy, risks, and portfolio positioning.

2. Research Writing & Content Creation

  • Develop clear, structured, and well-researched content, including:
  • Mutual fund reviews and comparative analyses
  • Monthly research notes and market updates
  • Internal presentations and investor-facing decks
  • Convert data-heavy analysis into simple, investor-friendly narratives without diluting accuracy.
  • Collaborate with editorial and marketing teams to ensure research content is consistent, compliant, and aligned with the firm's messaging standards.

3. AMC & Fund Manager Engagement

  • Maintain active engagement with AMC relationship managers to stay informed about product developments and industry trends.
  • Interact with AMC product and investment teams to understand fund positioning, investment philosophy, and target suitability.
  • Engage with fund managers to gain insights into the fund's portfolio strategy, performance drivers, and forward-looking outlook.

Qualifications :

  • Bachelor's degree in Finance, Economics, or a related discipline.
  • Research Analyst certification (NISM Series - XV) mandatory.
  • Mutual Fund certification (NISM Series - V A) mandatory.
  • 2- 3 years of experience in mutual fund research or investment analysis.
  • Strong writing and editorial skills, with the ability to explain investment ideas clearly and logically.
  • Comfort in writing long-form and short-form research content for retail investors.
  • High proficiency in MS Excel and PowerPoint; familiarity with financial research tools.
  • Ability to balance analytical depth with clarity of communication.
  • Strong interpersonal skills for interaction with AMCs, fund managers, and internal stakeholders.

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