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
Robust 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 (India)
🏢 Nj Group
📍 India