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Job Description : Chartered Accountant (Fresher) - Research & Mutual Fund Analysis

Job Description : Chartered Accountant (Fresher) - Research & Mutual Fund Analysis

clickto-investGurgaon, Republic Of India, IN
4 days ago
Job description

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

  • CA Qualified (Fresher) – recently completed articleship.
  • Strong understanding of financial statements , valuation basics, and ratios.
  • Knowledge of mutual funds, NAVs, asset allocation, and fund categories .
  • Excellent skills in Excel, financial modelling basics, and data interpretation .
  • Good communication and report-writing abilities.
  • Analytical mindset with strong problem-solving skills.
  • 💼 What We Offer

  • Opportunity to work closely with investment research experts .
  • Hands-on exposure to mutual funds, equity research, and financial analysis .
  • Learning-driven environment with growth opportunities in the investment domain.
  • Competitive compensation for fresh Chartered Accountants.
  • 📩 How to Apply

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

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

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    Chartered Accountant • Gurgaon, Republic Of India, IN