Key Responsibilities:

- Research and analyse Equity, Debt and Hybrid Mutual Funds.

- Evaluate mutual fund schemes based on performance, risk, portfolio quality and consistency.

- Compare funds against benchmarks and peer funds.

- Analyse fund portfolios, asset allocation and fund manager performance.

- Track market trends and financial industry developments.

- Prepare mutual fund research reports, analysis and presentations.

- Review client portfolios and provide research-based insights.

- Collect information from various sources and interpret market trends.

- Write financial and investment-related articles/content.

- Use Excel and other tools for data analysis and reporting.

- Identify opportunities to improve and automate repetitive research tasks.

Required Skills:

- Strong understanding of Mutual Funds and Financial Markets.

- Hands-on experience in Mutual Fund Research / Fund Analysis.

- Good analytical and research skills.

- Strong Excel and MS Office skills.

- Good written and verbal communication skills.

- Ability to present complex financial information in a straightforward manner.

📌 Mutual Fund Research Manager (Thane)
🏢 Ventura Securities
📍 Thane