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Z-3562 | Analyst – Mutual Fund Research (Advisory)

Industry : Other

Sub Department : General - Wealth Management

Department : Wealth Management

: Worli

: Mumbai

: India

: 0 - 0 p.a (INR Lacs)

: 1 - 3 Year

Job Preference :

Desired Profile

Educational Background

  • CFA (Level II) or Master’s degree in Finance, Economics, Business, or related fields

Experience

  • 1–3 years of experience in mutual fund research, investment analysis, or wealth management
  • Fresh graduates with strong analytical ability and genuine interest in investing are welcome

Job Description :

Role Context

We are a relationship-led wealth advisory firm advising Ultra HNI clients with long-term investment needs.
The Mutual Fund desk is a core pillar of our investment architecture, responsible for research, portfolio construction support, and ongoing fund monitoring across client mandates.

We are looking to onboard a young, high-agency professional who wants to build deep expertise in mutual funds and grow into a trusted investment advisor over time.

Key Responsibilities

Mutual Fund Research & Selection

  • Conduct structured research on equity and passive mutual funds
  • Analyse fund strategies, portfolio construction, risk characteristics, and performance across market cycles
  • Track fund manager behaviour, style consistency, and deviation risks
  • Maintain a recommended fund universe aligned with client objectives

Portfolio Support & Asset Allocation

  • Assist in building and reviewing client portfolios using mutual funds as core building blocks
  • Anchor asset allocation frameworks through mutual funds (strategic and tactical)
  • Evaluate suitability of funds across different client risk profiles and time horizons

Ongoing Monitoring & Reporting

  • Monitor fund performance, portfolio drift, and risk metrics
  • Flag early warning signals such as style drift, concentration risks, or manager changes
  • Prepare concise internal notes and client-friendly summaries

Market & Product Intelligence

  • Track new fund launches (NFOs), category changes, and regulatory developments
  • Compare active vs passive strategies and provide evidence-based inputs
  • Support senior advisors with data, charts, and research insights for client discussions

Qualification :

23, 41, 44

Skills :

Skills & Traits

  • Strong analytical and numerical skills
  • Comfort with Excel, factsheets, and financial data
  • Ability to think long-term and probabilistically about investments
  • Clear written communication and ability to simplify complex ideas
  • High integrity, curiosity, and willingness to learn from feedback

This role is:

  • A foundation role for becoming a strong investment professional
  • Deeply analytical with real exposure to client portfolios
  • Focused on long-term wealth creation, not short-term product pushing

Growth Path

  • Short term: Become the internal expert on mutual fund research and monitoring
  • Medium term: Take ownership of portfolio construction and client allocation support
  • Long term: Grow into a senior investment advisor or product specialist role within the firm

Why Join Us

  • Direct exposure to real client portfolios and decision-making
  • Strong mentorship and learning curve
  • Long-term career path in wealth management
  • Culture that values clarity, discipline, and investor-first thinking


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