Role Summary

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Analyse and evaluate debt mutual funds and fixed-income investment opportunities.

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Research mutual fund performance, returns, risk, and portfolio quality.

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Identify suitable investment opportunities based on risk, liquidity, and return expectations.

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Support investment recommendations for treasury and wealth management products.

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Work closely with Product, Business, and Treasury teams to provide investment insights.

Key Responsibilities

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Research and analyse different categories of debt mutual funds.

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Evaluate mutual funds based on returns, risk, credit quality, liquidity, and portfolio performance.

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Compare and shortlist suitable debt mutual funds based on investment objectives.

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Monitor interest rate movements, market trends, and economic developments.

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Conduct regular fund performance tracking and portfolio analysis.

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Prepare investment research reports, fund comparisons, and market updates.

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Identify suitable investment opportunities for corporate treasury requirements.

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Provide recommendations to optimise investment portfolios.

Requirements

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Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.

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2–5 years of experience in Fixed Income Research, Debt Mutual Funds, Investment Research, Treasury, or Portfolio Management.

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Strong understanding of debt mutual funds and fixed-income investment products.

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Knowledge of mutual fund performance analysis, risk assessment, and portfolio evaluation.

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Understanding of financial markets, interest rates, and economic trends.

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Proficiency in MS Excel and financial analysis.

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Strong analytical, research, and problem-solving skills.

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Valuable communication and presentation skills.

Preferred Qualifications

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Experience working with AMCs, wealth management firms, banks, or fintech companies.

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NISM certifications related to mutual funds or investments.

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CFA Level 1/2 or completed CFA is an added advantage.

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Experience in corporate treasury or surplus fund management is preferred.

📌 Fixed Income Analyst (Mumbai)
🏢 Important Group
📍 Mumbai