- 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.
- Positive written and verbal communication skills.
- Ability to present complex financial information in a simple manner.
📌 Mutual Fund Research Manager (Thane)
🏢 Ventura Securities
📍 Thane
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