Mutual Fund Research Openings

5 hours ago


Dombivli, India Ventura Securities Ltd Full time

**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

**Roles and Responsibilities**

Track equity and debt oriented mutual funds.

Analyze and suggest mutual fund schemes.

Reviewing clients portfolios

Gather information from various sources and interpret patterns and trends.

Prepare research reports and analysis on complex data.

Maintain up-to-date knowledge of financial services industry happenings and current events

**Key Result Areas:

- **

Portfolio Management

Analysis of various MF scheme rankings.

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.



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