Mutual Fund Research Analyst

Location : Gurgaon

Experience : Fresher (CA Qualified)

Role Type : Full-time | Research & Analysis

🔍 About the Role

We are looking for a highly motivated Chartered Accountant (Fresher) who is passionate about financial research, balance-sheet analysis, and understanding the dynamics of mutual funds. The ideal candidate should have strong analytical skills, attention to detail, and the ability to interpret financial data to support investment-related decisions.

📝 Key Responsibilities

• Conduct detailed company balance-sheet, P&L, and cash-flow analysis .
• Perform industry and peer benchmarking to evaluate business performance.
• Assist in preparing research reports, financial summaries, and investment notes .
• Analyse mutual fund portfolios , NAV movements, sector allocation, and fund performance.
• Support in monitoring market trends, regulatory updates, and SEBI guidelines .
• Collaborate with internal teams on investment strategy and product research .
• Evaluate risk factors and help in generating data-driven insights .

🎯 Required Skills & Qualifications

💼 What We Offer

📩 How to Apply

Interested candidates can send their CV to deepak@clicktoinvest.in with the subject line :

“Application – Fresher CA (Research & MF Analysis)”