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Mutual Fund Analysts

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A Mutual Fund Analyst tracks the debt and equity market to assess the performance of the various mutual fund schemes and gives recommendations based on sound judgment. He/she assists a Fund Manager through research and market analysis so that the latter can make the best investment decisions for the clients.

Mentors from the field

Learn about the field . What day to day work would look like . Growth opportunity & prospects . Interview preparation . Transition advise . Networking 

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JOSIE LANE

Current position

Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.

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Career prospects & criteria 

Understand the prospects within the career & the education & other skills you need to make it. 

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Educational Qualifications

  • BA/B.Com/ Bachelors in Finance/ BFIA/ B.Com (H)

  • MBA in finance

  • Certification Course in Chartered Accountancy/ Cost Accountancy

What you need to get started

  • Pre-entry experience, such as work experience or an internship in a financial institution or a finance-specific industry, is highly beneficial.

Soft Skills

  • Strong accounting expertise

  • Communication skills

  • Oral skills

  • Team player

  • Organized and deadline-efficient

  • Writing skills

Technical Skills

  • Strong numerical ability and quantitative skills

  • Accounting

  • Economics

  • The ability to research, analyse and evaluate

  • In-depth investment knowledge

  • Risk Management skills

  • Computer literate

  • Administration

  • Business

  • Mutual Funds

  • Management

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