Profile | Research Analyst
Money Honey Financial Services Pvt Ltd
About:
Money Honey Financial Services Pvt Ltd is financial intermediary firm with over Rs5,000 crore of AuA across India. The firm was set up by Anup Bhaiya, has been in the financial services industry for over 27 years now and manages one of the largest retail investment networks in the country. Having managed investments for tens of thousands of clients, he has immense experience in understanding the needs of a regular investor.
Role:
MoneyHoney is building a research capability and we are looking for a Research Analyst to anchor the manager selection and monitoring function. The role is responsible for identifying, evaluating, and continuously monitoring third-party fund managers across asset classes and styles, and for translating that research into portfolio construction and allocation decisions. This is a mid to senior individualcontributor role with scope to help build out the team and the research process over time.
Qualifications:
- 5–10 years of relevant experience in manager research, fund research, multi-manager/FoF, wealth or asset management, investment consulting, or a closely related investment-research role.
- Hands-on experience evaluating funds or managers — quantitative screening, risk/factor analysis, and qualitative due diligence — will be a strong advantage.
- Familiarity with the Indian mutual fund landscape, SEBI framework, and fund data tools (e.g. Morningstar, Factset, or similar).
- Strong academic credentials (CFA / MBA / CA preferred but not mandatory).
- High curiosity quotient and strong awareness of markets, funds, and industry developments.
- Sound investment judgement and the ability to form and defend an independent view on a manager.
- Strong analytical and problem-solving skills, with comfort handling both quantitative data and qualitative judgement.
- Attention to detail, intellectual honesty, and the discipline to follow a repeatable research process.
- Organised, self-motivated, and able to manage multiple manager evaluations simultaneously in a fast-paced environment.
- Strong written and verbal communication and able to distil complex analysis into clear recommendations.
Key Responsibilities:
- 1.Manager Sourcing & Universe Coverage
- a. Build and maintain comprehensive coverage of the mutual fund universe across equity, debt, hybrid, and thematic categories.
- b. Identify and track new and emerging managers, funds, and strategies worth evaluating for inclusion.
- c. Maintain an internal watchlist and pipeline of candidate funds, refreshed as the universe evolves.
- 2. Quantitative Evaluation
- a. Screen and rank funds on risk-adjusted returns, rolling-return consistency, drawdown behaviour, factor exposures, AUM, and other quant criteria.
- b. Analyse fund-level risk and factor attribution, performance attribution, and portfolio characteristics.
- c. Assess style consistency, concentration, overlap, and turnover to gauge genuine, repeatable differentiation.
- 3. Qualitative Due Diligence
- a. Evaluate managers on process, people, philosophy, and stewardship — investment
- approach, team depth and stability, and consistency of philosophy with portfolio.
- b. Conduct manager meetings and due-diligence calls; prepare and maintain due-diligence questionnaires (DDQs) and manager meeting notes.
- c. Assess operational, compliance, and key-person risk, and flag style drift or team changes.
- 4. Portfolio Construction & Allocation Support
- a. Recommend fund selections and allocation weights, and support blending of managers to achieve target risk and diversification.
- b. Contribute to rebalancing decisions and ongoing portfolio monitoring against strategic ranges.
- 5. Monitoring & Ongoing Coverage
- a. Track holdings, performance, and risk of selected funds on an ongoing basis; identify when a manager no longer meets the selection criteria.
- b. Maintain replacement triggers and support manager change decisions with evidence.
- 6. Reporting & Communication
- a. Produce clear, well-structured research write-ups and periodic manager reviews.
- Location: Mumbai
- Please email your CV to hr.mum@moneyhoney.co.in
Pay: ₹300,000.00 - ₹800,000.00 per year
Education:
- Master's (Preferred)
License/Certification:
- CFA (Preferred)
Location:
- Goregaon, Mumbai, Maharashtra (Preferred)
Work Location: In person
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