Mutual Fund Analyst

2 hours ago


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

Mutual Fund Research Analyst

Role 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 reports, classifying funds based on relevant parameters, and engaging with fund houses to understand and track their investment strategies.

Key Responsibilities:

Data Management & System Updates

Verify and reconcile fund classification, categories, and benchmark alignment.

Maintain qualitative and quantitative data of MF schemes.

Fund Analysis & Classification

Develop frameworks to classify funds based on style (e.g., value, growth, blend), market cap, strategy, and factor orientation.

Evaluate fund performance using risk ratios like drawdown, negative observations, Standard deviations, etc. Track the consistency of fund rankings and performance across rolling periods and peer comparisons. Research Report Generation

Prepare periodic research reports (monthly/quarterly/annual) covering:

Scoring funds on the basis of consistency and risk measures

Industry inflows and outflows, New fund offers (NFOs) analysis

Provide research support for internal teams, distributors, and clients.

AMC Interaction & Process Understanding

Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process.

Document fund house processes, team structure, and adherence to stated investment mandates. Flag significant changes in fund strategy, manager, or process that may impact recommendations. Monitoring & Compliance

Track and monitor the consistency of funds with their stated investment objectives.

Highlight red flags such as frequent strategy shifts, style drifts, or underperformance.

Key Skills & Competencies:

Strong understanding of mutual funds, market indices, and investment strategies.

Analytical skills to interpret performance metrics and financial ratios.

Proficiency in tools like Excel, PowerPoint; experience with Morningstar/ACE MF is a plus. Basic understanding of quantitative techniques (e.g., correlation, regression, style mapping). Effective verbal and written communication skills for presenting research findings.

Attention to detail and process orientation.



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