02 Oct
|
EduFund
|
Mumbai
We are looking for a highly experienced VP – Mutual Fund Research to establish and lead EduFund's Research function. This is a strategic individual contributor role for someone passionate about investment research, particularly Mutual Funds, and capable of building research frameworks, processes, and knowledge assets from the ground up.
The successful candidate will initially work independently while partnering closely with Product, Marketing, Investments, Compliance, and Leadership. As the function grows, this individual will be responsible for building and leading a high-performing research team.
Key Responsibilities
- Build and establish EduFund's end-to-end Research function.
- Develop research methodologies, frameworks, quality standards, and governance processes.
- Lead in-depth research on Mutual Funds including fund houses, schemes, categories, portfolio strategies, performance, risk metrics, regulations, and market trends.
- Track SEBI regulations, AMFI updates, macroeconomic developments, and industry changes impacting investment products.
- Produce investment insights,
thematic reports, whitepapers, research notes, market outlooks, and leadership presentations.
- Translate complex financial concepts into straightforward, actionable insights for customers, partners, and internal stakeholders.
- Partner with Product, Marketing, Sales, Investments, and Compliance to drive research-backed business decisions.
- Create and maintain a centralized research repository and knowledge management system.
- Represent EduFund's research capability in external thought leadership initiatives when required.
- Hire, mentor, and build the Research team as the function expands.
Required Skills & Qualifications:
- 8–10 years of relevant experience in Investment Research, Mutual Fund Research, Equity Research, Wealth Management Research, Asset Management, or Financial Research.
- Hands-on Mutual Fund research experience is mandatory.
- Demonstrated experience producing investment rep
📌 VP - Mutual Fund Research (Mumbai)
🏢 EduFund
📍 Mumbai