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:
Robust 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.
Positive written and verbal communication skills.
Ability to present complex financial information in a straightforward manner.

📌 Mutual Fund Research Manager Thane
🏢 Ventura Securities
📍 Thane