Job Title: Financial Analyst Mutual Fund Research & Investment Insights

No. Of Position: 01

Experience: 2+ years
Department: Financial Research / Investment Analytics
Employment Type: Full-time

Location: (Pune/ Pondicherry)

Job Summary:

We are looking for someone who is curious, analytical and investment-oriented, rather than someone who only prepares financial reports, with 2+ years of experience in financial analysis, investment research, mutual funds, asset management, or a related field.

The primary responsibility will be to research and analyze The mutual funds and the broader mutual fund market, identify performance and investment trends, and convert the analysis into explicit, meaningful insights for management and stakeholders.

The ideal candidate should be comfortable working with financial data and, more importantly, should be able to explain what the data means, why a trend is occurring, and what factors are driving the change.

Key Responsibilities:
- Research and analyze the mutual funds across equity, debt, hybrid and other fund categories.




- Track fund performance on a daily, monthly, quarterly and annual basis.
- Analyze:
- NAV and historical returns
- AUM growth/decline
- Investor inflows and outflows
- Portfolio composition
- Asset allocation
- Sector and stock exposure
- Benchmark performance
- Expense ratio
- Risk and volatility
- Fund manager and strategy changes
- Compare The funds with appropriate peer funds and market benchmarks.
- Identify significant performance trends, changes and anomalies.
- Research the reasons behind fund outperformance or underperformance.
- Analyze how market movements, interest rates, economic conditions and sector trends may affect fund performance.
- Monitor changes in portfolio holdings and identify significant increases or reductions in exposure.
- Prepare monthly and quarterly mutual fund performance reports and dashboards.
- Develop historical trend analysis to identify recurring patterns and emerging oppo

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