Role Overview
Equitymaster is seeking aMutual Fund Research Analystto join its research and editorial team in Mumbai. The role combinesrigorous mutual fund analysiswithclear, investor-focused writing.
The analyst will be responsible not only for evaluating and rating mutual funds, but also fortranslating research insights into high-quality written contentincluding research reports, articles, and presentationsaligned with Equitymaster's research-driven editorial standards.
Key Responsibilities
1. Mutual Fund Research & Analysis
- Analyse mutual fund data to identify trends, risks, and actionable insights across equity, debt, and hybrid categories.
- Conduct periodic fund evaluations and ratings, ranking schemes to form a clear house viewon recommended funds.
- Track and review the performance of past mutual fund recommendations to ensure accountability and consistency.
- Evaluate New Fund Offers (NFOs), assessing their investment merit, risk profile, and suitability for investors.
- Prepare detailed research reports on mutual funds, highlighting key features, strategy, risks, and portfolio positioning.
2. Research Writing & Content Creation
- Develop clear, structured, andwell-researched content, including:
- Mutual fund reviews and comparative analyses
- Monthly research notes and market updates
- Internal presentations and investor-facing decks
- Convert data-heavy analysis into simple, investor-friendly narrativeswithout diluting accuracy.
- Collaborate with editorial and marketing teams to ensure research content is consistent, compliant, andalignedwith the firm's messaging standards.
3. AMC & Fund Manager Engagement
- Maintain active engagement with AMC relationship managers to stay informed about product developments and industry trends.
- Interact with AMC product and investment teams to understand fund positioning, investment philosophy, and target suitability.
- Engage with fund managers to gain insights into the fund's portfolio strategy, performance drivers, and forward-looking outlook.
Qualifications :
- Bachelor's degree in Finance, Economics, or a related discipline.
- Research Analyst certification (NISM Series - XV) mandatory.
- Mutual Fund certification (NISM Series - V A) mandatory.
- 2- 3years of experience in mutual fund research or investment analysis.
- Strong writing and editorialskills, with the ability to explain investment ideas clearly and logically.
- Comfort in writing long-form and short-form research content for retail investors.
- High proficiency in MS Excel and PowerPoint; familiarity with financial research tools.
- Ability to balance analytical depth with clarity of communication.
- Strong interpersonal skills for interaction with AMCs, fund managers, and internal stakeholders.
