Role Overview
The Mutual Fund Analyst will support fund research, portfolio analysis, and product evaluation across equity, debt, hybrid, and passive strategies.
Key Responsibilities
- Assist in data management, reporting, and analytics using Excel-based tools.
- Conduct detailed analysis of mutual fund schemes across categories (Equity, Debt, Hybrid, Passive).
- Track fund performance versus benchmarks and peers using rolling returns and risk metrics.
- Evaluate fund strategies, portfolio positioning, sector allocations, and style consistency.
- Monitor market developments, AMFI/SEBI circulars, and category-level trends.
Required Skills & Qualifications
- 2 – 3 years of experience in mutual fund research, wealth management, or asset management.
- Understanding of mutual fund structures, categories, and performance metrics.
- Advanced proficiency in MS Excel (formulas, pivots, data analysis).
- Powerpoint skills
- Strong written and verbal communication skills.
- High attention to detail and analytical mindset.