Location: Lucknow (Work from Office)
Experience: 1–2 Years (Freshers not eligible)
Employment Type: Full time
Salary Range: INR 2LPA - INR 3LPA (based on interview performance and experience)

Key Roles & Responsibilities
Conduct research and analysis of Mutual Fund schemes across Equity, Debt, Hybrid, and Thematic categories using both quantitative and qualitative parameters, fund manager performance, portfolio composition, and market outlook.
Prepare portfolio review reports and recommend suitable scheme additions, exits, replacements, and asset allocation strategies aligned with client risk profiles and investment goals.
Track SEBI/AMFI regulations, fund manager changes, portfolio reshuffles, NFO launches, and other industry developments impacting investment decisions.
Monitor macroeconomic and financial market developments, including RBI policies, interest rates, repo rates, inflation, GDP, FII/DII flows, currency movements, and global market events to assess their impact on mutual fund categories.
Build, maintain, and regularly update research reports, scheme comparison sheets, AMC analysis, model portfolios, investment watchlists, and internal research databases.
Analyse and compare investment prospects across asset classes, including Equities, Bonds, ETFs, Gold, REITs/InvITs,



and other market-linked investment products to support informed mutual fund recommendations.
Support Relationship Managers with research-backed investment recommendations, client portfolio reviews, performance analysis, and portfolio rebalancing.
Assist in creating investor education material, market presentations, reports, and data-driven content in collaboration with the marketing team.

Mandatory Qualifications & Skills
Graduate/Postgraduate in Finance, Commerce, Economics, or a related field.
Solid knowledge of the Indian Mutual Fund ecosystem (SEBI regulations, SIP/STP/SWP, taxation, AMC/RTA structure).
Advanced MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, Charts, Data Analysis, etc.
Good understanding of Equity, Debt, Bonds, ETFs, Gold, REITs/InvITs, and financial markets.

Preferred Qualifications & Skills
Graduate/Postgraduate in MBA (Finance), CFA, CFP, or M.Com preferred.
NISM Series V-A Certification (mandatory before or within 3 months of joining).
Additional NISM certifications (Research Analyst, Equity Derivatives, etc.) will be an added advantage.

Pay: ₹200,000.00 - ₹300,000.00 per year

Work Location: In person

📌 Mutual Fund Research Analyst Lucknow
🏢 V6 ARTHGYAN
📍 Lucknow