Mutual Fund Research Manager

Ventura Securities; Thane; On-site; INR 500,000 - 800,000; Full time

Job summary

Ventura Securities in Thane, India, is seeking a Mutual Funds Research Analyst to analyse Equity, Debt and Hybrid funds, evaluate schemes, and produce detailed research reports. The role emphasizes data-driven insights and clear communication.

The candidate should have hands-on mutual fund research experience, strong analytical skills, and proficiency in Excel/MS Office to support portfolio reviews and client discussions.

Qualifications

• 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 simply.

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.

Skills

Mutual Funds Research

Financial Markets Knowledge

Analytical Thinking

Communication Skills

Tools

Excel

MS Office

Job description

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 simple manner.