We are hiring a Mutual Fund Analyst and Sales qualified to strengthen our investment research, advisory capability, and distribution growth. This is a hybrid role combining deep research with active sales and client engagement, focused on: Mutual fund analysis and portfolio construction Client and distributor-facing sales and relationship management Market insights and investment communication Supporting and growing the distributor and advisory ecosystem The role requires someone who can think independently, go beyond basic return comparisons, build structured investment views, and convert research conviction into client and partner action. Key Responsibilities 1. Mutual Fund Research and Analysis Track and analyse mutual funds across categories (equity, debt, hybrid, international) Evaluate funds based on: ○ Risk-adjusted returns (Sharpe, Sortino, drawdowns) ○ Portfolio composition and factor exposures ○ Fund manager strategy, consistency, and style ○ Expense ratios and alpha generation Build internal frameworks for fund selection beyond basic return comparison 2.



Portfolio Construction Support Assist in building client portfolios aligned with risk profile, investment horizon, and market outlook Ensure diversification across asset classes and fund categories Support creation of model portfolios for advisory and distribution use 3. Portfolio Monitoring and Review Track performance of recommended funds and portfolios Identify drivers of performance (market vs. fund-specific) Suggest portfolio rebalancing based on market cycles and fund consistency Prepare periodic performance summaries and insights 4. Market and Product Insights Track macro trends, sector rotations, and flows impacting mutual funds Identify emerging themes and opportunities across categories Align mutual fund recommendations with broader market views and internal strategies 5. Advisory and Sales Enablement Support advisory and distribution teams with fund notes, portfolio rationale, and client com

📌 Mutual Fund Analyst (Bandra West)
🏢 Wright Research
📍 Bandra West