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WE ARE HIRING Job Description: Mutual Fund Research Analyst Location: Bangalore Experience: 2 years plus   Employment Type: Full-time Role Summary: We are looking for a detail-oriented Mutual Fund Research Analyst to evaluate mutual fund schemes across asset classes and deliver research for our platform (Advisorkhoj.com), our software products for Mutual Fund Distributors and support technology team in providing data through APIs for Asset Management Companies, Fintechs and MFDs. You will combine rigorous data analysis, quantitative and qualitative analysis about mutual fund schemes, performance, risk analysis, investor portfolio performance, financial planning and personal finance tools / calculators. Key Responsibilities Analyze equity, debt, hybrid, index, ETF, and fund-of-fund schemes on returns, risk, consistency, and cost. Evaluate risk-adjusted performance using metrics such as Sharpe ratio, Sortino ratio, alpha, beta, standard deviation, rolling returns, downside capture, and maximum drawdown. Review portfolio composition, including sector and stock concentration, market-cap allocation, credit quality, duration, yield-to-maturity, and portfolio turnover. Keep track of regulation changes, taxation changes, news and developments in mutual fund industry, emerging ideas and trends. Work closely with technology team to implement development projects Translate customer requirements / suggestions to functional requirements / guidance for the technology team Develop and provide Excel / Python models to technology teams for development of new reports, tools, features etc Track and monitor progress of development projects. Address issues and provide timely escalation to senior management to ensure timely completion of all research related software projects. Maintain model portfolios for different risk profiles and goals. Build fund comparison and screening tools to support advisors and relationship managers. Prepare weekly and monthly market commentary for different customers. Track macroeconomic trends, interest rate movements, and equity market developments affecting fund performance. Required Qualifications Bachelor’s degree in finance, statistics, or a related field; MBA (Finance), CFA (including CFA Level 1/2/3 candidates), or CFPs preferred. 2 years plus experience in mutual fund research, investment research, wealth management, or portfolio analysis. Strong understanding of mutual fund structures, categories, terminologies (NAV, TER, exit loads) and taxation. Proficiency in advanced Excel (pivot tables, lookups, financial functions); familiarity with Python, R, SQL, or Power BI is a plus. Experience with research databases such as Morningstar, Value Research, NGEN or Moneycontrol. Interested candidates may send their CVs to pradip@advisorkhoj.com or dwaipayan@advisorkhoj.com