19 Aug
|
V6 ARTHGYAN
|
Lucknow
19 Aug
V6 ARTHGYAN
Lucknow
ABOUT V6 ARTHGYAN LLP
V6 Arthgyan LLP is an AMFI-registered Mutual Fund Distributor (ARN-167996) based in Lucknow, offering mutual fund distribution, financial planning, insurance, bonds, and NRI services. Founded with the mission of _"Creating Wealth, Transforming Lives"_, V6 empowers individuals and families to achieve financial freedom through disciplined, goal-based investing and our proprietary S.M.M (Scientific Money Management) process.
ROLE OVERVIEW
We are looking for a detail-oriented and curious Mutual Fund Research Analyst to join our Research & Advisory team. While your primary focus will be mutual fund Portfolio Review, scheme analysis and selection, we need someone who understands the entire securities ecosystem — equities, fixed income, government and corporate bonds, gold, REITs/InvITs, ETFs, derivatives, and alternative investment products so you can evaluate mutual funds in the context of broader market dynamics. This role is ideal for someone who can connect the dots across asset classes, read market signals holistically,
and translate complex cross-market intelligence into actionable mutual fund recommendations.
KEY RESPONSIBILITIES
- Primary Focus — Mutual Fund Research:_
- Analyse and compare mutual fund schemes across equity, debt, hybrid, and thematic categories using quantitative metrics (alpha, beta, Sharpe ratio, standard deviation, Sortino ratio, rolling returns, capture ratios).
- Track fund manager changes, portfolio reshuffles, NFO launches, and regulatory developments (SEBI/AMFI) that impact scheme selection.
- Build and maintain V6's internal research library scheme factsheet summaries, AMC comparison sheets, and model portfolio watchlists.
- Prepare weekly/monthly market commentary and fund performance reports for internal use and client distribution.
- Help Relationship Managers in periodic portfolio reviews prepare performance summaries, identify underperforming schemes, suggest replacements based on research, and provide data
📌 Mutual Fund Research Analyst (Lucknow)
🏢 V6 ARTHGYAN
📍 Lucknow