Mutual Fund Research Analyst

2 days ago

Surat, Gujarat, India Tbell Search Partners (opc) Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Role Overview

We are seeking a highly skilled and experienced professional to lead our mutual fund research function. This role will be responsible for delivering actionable insights and recommendations to empower our distributors, clients, and internal teams. The position involves in-depth fund analysis, performance evaluation, market monitoring, and active contribution to product evaluation and distributor education.

Key Responsibilities

  • Conduct in-depth research and due diligence on mutual funds across categories (equity, debt, hybrid, etc.).
  • Evaluate fund performance, risk metrics, investment strategy, Total Expense Ratio (TER), and fund manager track records.
  • Design and maintain model portfolios tailored to diverse risk profiles and investment objectives.
  • Monitor market trends, regulatory updates (SEBI, AMFI), and mutual fund industry developments.
  • Support empanelment of new AMCs and products on the company's platform.
  • Prepare and maintain high-quality research reports, fact sheets, presentations, and periodic fund review notes (monthly/quarterly).
  • Benchmark and compare funds against indices and peers to identify relative strengths and weaknesses.
  • Provide insights, training, and communication strategies to support sales and distribution teams.
  • Review and track the performance of recommended funds, suggesting changes when necessary.

Desired Qualifications & Experience

  • MBA (Finance) required; CFA (completed or in progress) preferred.
  • 10+ years of experience in mutual fund research, investment analysis, or portfolio advisory.
  • Strong knowledge of the Indian mutual fund ecosystem and applicable regulatory frameworks (SEBI, AMFI).
  • Proficiency in analytical tools and databases (Excel, Value Research, Morningstar India, Bloomberg).

Key Skills

  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills with the ability to simplify complex research for distributor use.
  • Collaborative, client-centric, and solution-oriented approach.
  • Comfort operating in a dynamic, fast-paced, and distributor-driven environment.

Please share your cv

  • Senior Research Analyst – Mutual Funds

    2 days ago

    Surat, Gujarat, India RECEX Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description: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 internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product...

  • Mutual Fund Manager

    2 weeks ago

    Surat, Gujarat, India Talent First Hr Services Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    As a field based professional you will be responsible for promoting and selling Mutual Fund product directly to client.Develop and manage mutual fund portfolio to maximize return while managing risk.Ensure all MF operation comply with SEBI regulation

  • Mutual Funds Manager

    1 week ago

    Surat, Gujarat, India Rishi Jobs Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Seeking an experienced Mutual Fund Manager (3–8 yrs) to lead portfolio management, client advisory, and compliance. Drive business growth, mentor teams, and ensure strong client relationships with deep market insight and strategic leadership.

  • Mutual Fund Sales Executive

    6 days ago

    Surat, Gujarat, India Ckredence Wealth Management Full time ₹ 4,50,000 - ₹ 9,00,000 per year

    Key Responsibilities:Develop and maintain strong relationships with new and existing clients investing in mutual funds.Act as the primary point of contact for clients, addressing queries, resolving concerns, and providing timely updates.Provide personalized financial advice based on clients goals, risk appetite, and investment...

  • Equity Research Analyst

    5 hours ago

    Surat, Gujarat, India Bhathwari Technologies Gujarat Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description Equity Researcher / Financial Analyst Location: Sachin, Surat Company: Bhathwari Technologies Pvt. Ltd. Department: Finance / Research Employment Type: Full-timeAbout the Role:Bhathwari Technologies Pvt. Ltd. is looking for a detail-oriented and analytical Equity Researcher / Financial Analyst to join our Finance team. The ideal candidate...

  • PMS Fund Accounting

    2 weeks ago

    Surat, Gujarat, India NJ Group Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About NJ Group:NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

  • Mutual Fund Executive

    6 days ago

    Surat, Gujarat, India Ckredence Wealth Management Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Role & responsibilitiesProcess MF transactions purchase, redemption, SIP, STP, SWP, switches, etc.Operate MF platforms like BSE Star MF / NSE NMF II.Coordinate with AMCs, R&T agents (CAMS/Karvy) for queries/resolution.Handle KYC, FATCA & compliance documentation.Maintain accurate transaction records & client portfolios.Prepare MIS reports, capital gains...

  • Unit Manager

    6 days ago

    Surat, Gujarat, India NJ Group Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Job Details-Job Title: Unit Manager  RecruitmentJob Timing for this position: 10:00 AM to 7:00 PMJob Description-Contacting individuals who have shown interest in becoming a Mutual Fund Distributor.Conducting video presentations of our Business Opportunity Program (BOP).Explaining the prospective business of Mutual Fund Distribution.Enrolling convinced...

  • Operations Associate

    2 weeks ago

    Surat, Gujarat, India Bastion Research Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    What You'll DoYou will be the operational backbone of our business—ensuring systems, processes, and client interactions run smoothly. Your key responsibilities will include:Website & Digital Maintenance• Keep our website up-to-date (content updates, new pages, images, links, plugin upgrades, bug fixes)• Coordinate with vendors or developers if...

  • Business Analyst

    1 week ago

    Surat, Gujarat, India Vision Infotech Full time ₹ 40,00,000 - ₹ 60,00,000 per year

    DescriptionWe are looking for a skilled Business Analyst to join Vision Infotech, a leading IT company. As a Business Analyst, you will play a crucial role in analyzing business processes, identifying areas for improvement, and recommending solutions to enhance efficiency and productivity. Your insights will be instrumental in driving strategic...