Mutual Fund Analyst

Overview of Company :

NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. The journey of NJ began in 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, to cater to investor needs in the financial services industry. Today, the Wealth Advisory Network, also known as the NJ Fundz Network, started in 2003 is among the largest networks of wealth advisors in India.
Over the years, NJ Group has diversified into other businesses and today has the presence in businesses ranging from wealth advisory network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.

NJ Group is based out of Surat in Gujarat (India) and has over 2339+* employees.NJ has over INR 2,46,506+ Crores of mutual fund assets under advice with a wide presence in over 185+ locations in 23+ states in India. The numbers are reflections of the trust, commitment, and value that NJ shares with its clients.

For more details, kindly visit: http://www.njgroup.in

Roles and responsibilities

Data Management & System Updates
Verify and reconcile fund classification, categories, and benchmark alignment.
Maintain qualitative and quantitative data of MF schemes. 

Fund Analysis & Classification
Develop frameworks to classify funds based on style (e.g., value, growth, blend), market cap, strategy, and factor orientation.
Evaluate fund performance using risk ratios like drawdown, negative observations, Standard deviations, etc.
Track the consistency of fund rankings and performance across rolling periods and peer comparisons.

Research Report Generation
Prepare periodic research reports (monthly/quarterly/annual) covering:
Scoring funds on the basis of consistency and risk measures
Industry inflows and outflows, New fund offers (NFOs) analysis
Provide research support for internal teams, distributors, and clients.

AMC Interaction & Process Understanding
Schedule and attend meetings with fund house CIOs, FMs, and analysts to understand investment philosophy and process.
Document fund house processes, team structure, and adherence to stated investment mandates.
Flag significant changes in fund strategy, manager, or process that may impact recommendations.

Monitoring & Compliance
Track and monitor the consistency of funds with their stated investment objectives.
Highlight red flags such as frequent strategy shifts, style drifts, or underperformance.

Key Skills & Competencies:
Strong understanding of mutual funds, market indices, and investment strategies.
Analytical skills to interpret performance metrics and financial ratios.
Proficiency in tools like Excel, PowerPoint; experience with Morningstar/ACE MF is a plus.
Basic understanding of quantitative techniques (e.g., correlation, regression, style mapping).
Effective verbal and written communication skills for presenting research findings.
Attention to detail and process orientation.

Qualifications:
Graduate/Postgraduate in Finance, Economics, Commerce, or related field.
CFA (any level), CWM, NISM Research Analyst certification (preferred but not mandatory).
13 years of experience in investment research, mutual fund analysis, or related role.

Why Join Us?
Be part of a research-driven, technology-enabled mutual fund distribution leader.
Opportunity to interact with leading fund houses and investment experts.
Contribute to investor-focused research and advisory outcomes.

Conatct Details :

Email - acsah.samuel@njgroup.in

Mob - 9313922203