Manager Mutual Fund Research

Indus Creed; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Indus Creed is seeking a Mutual Fund Research professional to track and analyze equity, debt, and hybrid mutual funds, and prepare insightful research reports and articles.

The role requires strong analytical abilities, experience in mutual fund research, and proficiency with MS Office tools. You will regularly review client portfolios and synthesize information from multiple sources to identify patterns and trends.

Qualifications

• MBA Finance or CFA Level 1 or NISM VA or equivalent finance qualification.
• Experience in Mutual Fund Research.
• Strong analytical skills and ability to troubleshoot issues.
• Effective communication and ability to express complex ideas succinctly.
• Automation of repetitive tasks.
• Proficiency in MS Office, Excel, Word and PowerPoint.

Responsibilities

• Track equity, debt and hybrid oriented mutual funds.
• Analyze and evaluate mutual fund schemes.
• Review clients portfolios.
• Gather information from various sources and interpret patterns and trends.
• Prepare research reports and analysis on complex data.
• Write articles.
• Maintain up-to-date knowledge of financial services industry happenings and current events

Skills

Analytical skills

Communication skills

Automation of tasks

Education

MBA Finance

CFA Level 1

NISM VA

Tools

MS Office

Excel

Word

PowerPoint

Job description

Job Position Mutual Fund Research

Role & responsibilities

• Track equity, debt and hybrid oriented mutual funds.
• Analyze and evaluate mutual fund schemes.
• Reviewing clients portfolios
• Gather information from various sources and interpret patterns and trends.
• Prepare research reports and analysis on complex data.
• Writing articles.
• Maintain up-to-date knowledge of financial services industry happenings and current events

Key Requirements:

Preferred candidate profile

• An experience of 1 plus years
• MBA (Finance) /CFA Level 1 / Equivalent degree in finance/ NISM VA, Basic understanding of Mutual Funds, Markets.
• Experience in Mutual Fund Research.
• Strong analytical skills and ability to troubleshoot issues.
• Ability to communicate effectively and express complex ideas succinctly.
• Automating repetitive tasks.
• Strong proficiency in MS Office, Excel, Word and Powerpoint