Job Description

Senior Research Analyst - Mutual Funds
Location: Surat
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 internal
teams. This role involves in-depth fund analysis, performance tracking, market monitoring, and
contributing to product evaluation and education.
Key Responsibilities:
? Conduct in-depth research and due diligence on mutual funds across categories - equity, debt,
hybrid, etc.
? Evaluate fund performance, risk metrics, strategy, TER, and fund manager track records.
? Develop model portfolios suited to different risk profiles and investment needs
? Monitor market trends, SEBI/AMFI regulations, and fund industry developments.
? Assist in empanelment of new AMCs and products on the NJ platform.
? Create and maintain research reports, fact sheets, and presentations for distributor education.
? Compare funds against benchmarks and peers to identify relative strengths and weaknesses.
? Prepare research reports, fact sheets, presentations, and monthly/quarterly fund review notes.
? Support the sales and distribution team with insights, training, and investor communication
strategies.
? Periodically review and track recommended fund performance and suggest changes where
required.
Desired Qualifications & Experience:
? MBA (Finance), CFA preferred (completed or in progress).
? 10+ years of experience in mutual fund research, investment analysis, or portfolio advisory.
? Strong understanding of the Indian mutual fund landscape and regulatory frameworks (SEBI,
AMFI).
? Familiarity with tools like Excel, Value Research, Morningstar India, Bloomberg.
Skills That Matter:
? Strong analytical and communication skills (written & verbal).
? Ability to translate research into distributor-friendly recommendations.
? Collaborative, client-centric, and solution-oriented approach.
? Comfort working in a fast-paced, distributor-driven ecosystem.

Skills Required