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Senior Research Analyst – Mutual Funds
Vitasta Consulting Pvt LtdSurat, GJ, Gujarat, IN30+ days ago
Job descriptionEvaluate 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 Periodically review and track recommended fund performance and suggest changes where 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, Familiarity with tools like Excel, Value Research, Morningstar India, Bloomberg. 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.
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.
strategies.
required.
Desired Qualifications & Experience :
AMFI).
Skills That Matter :
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Research Analyst • Surat, GJ, Gujarat, IN
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