Mutual Fund Research

Location

Mumbai | India

Job description

Company Description

Ventura Securities is a Mumbai-based financial service provider and a member of several national exchanges and depositories. The organisation offers a range of investment-related services, including online stock trading, commodity trading, currency derivatives trading, mutual funds, demat accounts, portfolio management services, and customised investment planning support through its desktop platform Pointer and mobile app Ventura Wealth.

Role Description

This is a full-time on-site role for a Mutual Fund Researcher. The successful candidate will be responsible for conducting thorough research on mutual funds, including analysing financial statements, financial reporting, and financial planning. They will use analytical skills to review historical data and current trends to form an informed opinion about the future performance of investment portfolios.

Qualifications

MBA (Finance) /CFA Level 1 / Equivalent degree in finance/ NISM VA, Basic understanding of Mutual Funds, Markets

• Strong analytical skills with experience in Financial Planning
• Ability to understand and analyse Financial Statements
• Expertise in Finance and Financial Reporting
• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field
• Experience in mutual fund analysis is an advantage
• Ability to work independently and as part of a team, as well as strong communication and presentation skills.

Skills Required:

• Ability to communicate effectively and express complex ideas succinctly. Strong proficiency in MS Office, Excel, Word is required.
• Prior experience in MF - Research is mandatory
• Researching on other funds / schemes as per availability.
• Scheme suggestion to the client based on portfolio.
• Data maintaining with conclusions and recommendations.
• Handling Mutual Fund investment
• Internal coordination for best investment advice for prospective clients.
• Portfolio Management

Job tags

Salary