Position title
Research Analyst -Mutual Fund

Research and Analysis:

  • Study Mutual Funds on various parameters from Secondary sources (AceMF Database and Primary Sources (Calls with Fund Manager) to select Funds in focus across categories.
  • Study the company objectives, safety and their financials in case of NCD/Bonds/ IPO’s.
  • Study the company financials, ratings and their past repayment history in case of Company Fixed Deposits.

Building Portfolios for Clients:

  • Preliminary Risk profiling of the client based on the Questionnaire prepared.
  • Further investigation in terms of client requirements, objectives, timeframe and risk appetite.
  • Asses the Tax planning needs
  • Assess the cash flow requirement and creation of Emergency Fund
  • Create a mix of products based on the Requirement
  • Select the products with long term perspective or in sync with investors timeframe.

Support (Sales Team/ Investors):

  • Select funds across categories and send to team for ready reference.
  • Track the performance and make necessary changes based on the changing trends.
  • Product Reports on NCD/Bonds/IPOs/Mutual Fund NFO’s
  • Monthly Newsletter which comprises of Market roundup, Performance of MF schemes, ongoing NCD/Bonds and Fixed Deposits
  • Attend to the queries from Investors and resolve their queries.
  • Design and formulate Mail campaign content with the help of designer.
  • Respond to the mail campaign queries and resolve them. Also, leads generated are passed on to the team.
  • Following up with the team on closure of leads.

Articles and Reports:

  • NCD/Bonds/IPO/ NFO Reports as and when product is launched.
  • Monthly newsletter containing Market Roundup, Fund/NFO/NCD/Theme Report
  • Periodical reports on Select Mutual Funds.




  • Experience of minimum 3 years in mutual fund/Equity market analysis
  • CFP or CFA level 2or 3 certification is desirable not must
  • NISM VA is a must
Employment Type
Financial Services
Job Location
Date posted
June 2, 2020
Valid through
June 30, 2020

Position: Research Analyst -Mutual Fund

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