Research Analyst

UTI Mutual Fund; Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

UTI Mutual Fund in Mumbai seeks an experienced equity research professional to cover sectors and stocks across market caps. You will conduct fundamental research, build financial models, and present views to fund managers in meetings. You will generate investment ideas and engage with company managements and regulators.

A senior background in finance and IT-sector exposure is required. Ideal candidates have an MBA in Finance and CA or equivalent, with 8-10 years of relevant experience and strong

Qualifications

• MBA (Finance) and CA or equivalent qualification.
• Strong academic background in finance, economics, or related fields.
• 8-10 years of relevant work experience, with IT sector exposure.
• Experience in equity mutual funds or macro research preferred.
• Ability to prepare market commentary, client presentations, or fund analytics.

Responsibilities

• Cover and develop expertise in assigned sectors and companies.
• Identify and track investment opportunities across large-, mid-, and small-cap stocks.
• Conduct detailed fundamental research, financial analysis, and valuations.
• Monitor macro, industry, and company developments impacting investments.
• Present sector and stock views in investment and research meetings.
• Provide actionable stock recommendations and support fund managers.
• Generate new investment ideas and research-driven opportunities.
• Engage with company managements, regulators, and analysts; build relationships with sell-side analysts.
• Maintain an objective recommendation tracking framework and contribute to portfolio performance.

Skills

Strong communication

Analytical thinking

Data analysis

Financial modeling

Macro research

Research presentation

Portfolio/stock analysis

Collaboration across teams

Idea generation

Market commentary

Education

MBA (Finance)

CA or equivalent

Finance/Economics background

Job description

• Cover and develop expertise in assigned sectors and companies.
• Identify and track investment opportunities across large-cap, mid-cap, and small-cap stocks.
• Conduct detailed fundamental research, financial analysis, and company valuations.
• Monitor macroeconomic, industry, and company-specific developments impacting investments.
• Present sector and stock views in investment and research meetings.
• Provide actionable stock recommendations and support fund managers in investment decisions.
• Generate new investment ideas, themes, and research-driven opportunities.
• Engage with company managements, regulators, industry participants, and analyst forums.
• Build and maintain relationships with sell-side analysts and assess the viability of their investment ideas.
• Maintain an objective recommendation tracking framework and contribute to portfolio performance.
• MBA (Finance), CA or equivalent professional qualification.
• Strong academic background in finance, economics, or related fields.
• 8-10 years of overall relevant work experience (Large part & current experience in the IT sector is mandatory)
• Exposure to equity mutual funds or macro research.
• Experience preparing market commentary, client presentations, or fund analytics is preferred.
• Strong understanding of equity markets and macro-economic trends.
• Proficiency in data analysis, financial modeling, and analytical tools.
• Excellent communication skills with the ability to simplify complex concepts.
• Detail-oriented, analytical, and highly organized with strong problem-solving capability.
• Ability to collaborate effectively across teams and functions.