Role & responsibilities

System-Related Work

- Ensure the accurate and timely update of Net Asset Value (NAV) and dividend information.
- Manage and update information related to Current Fund Offers (NFOs).
- Regularly update index rates to reflect current market conditions.
- Maintain and update peer set data for performance comparisons.

MIS Preparation
- Compile and distribute daily market updates.
- Prepare and maintain reports on expense ratios.
- Develop and present Management Information Systems (MIS) reports for internal use.
- Gather and analyze data to support marketing efforts.

Data Publication
- Oversee the publication of Systematic Investment Plan (SIP) performance reports.
- Monitor and publish fund performance reports.




- Ensure the timely publication of fund watch reports.
- Prepare and distribute newsletters with relevant financial information.

Additional Responsibilities
- Prepare any additional MIS reports as needed.
- Undertake tasks as assigned by management.
- Address and resolve queries related to financial data and reports.

Skill Set Required

- Strong skills in Microsoft Excel for data analysis and report preparation.
- Accuracy and attention to detail in all tasks.
- A proactive and ready-to-work approach to all responsibilities.

📌 Mutual Fund Research Analyst (Surat)
🏢 Nj Group
📍 Surat