Mutual Fund Research Analyst

About the Company:

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

Join us if you like to:

• Investment Research: Conduct in-depth analysis of potential investment opportunities in equities and other asset classes. Evaluate company financial statements, earnings reports, and industry trends to identify investment prospects.
• Market Monitoring: Stay updated on market developments, economic indicators, and geopolitical events that may impact investment performance. Analyze macroeconomic data and its implications for mutual fund portfolios.
• Valuation and Modeling: Develop financial models to assess the valuation of companies and their stock performance. Use various valuation techniques, including DCF, comparative analysis, and precedent transactions.
• Report Generation: Prepare detailed research reports and investment memos summarizing findings, insights, and recommendations. Communicate research outcomes effectively to portfolio managers and investment teams.
• Investment Strategy Support: Collaborate with portfolio managers to inform investment strategies and asset allocation decisions. Participate in investment committee meetings to present research findings and support investment decisions.
• Risk Assessment: Evaluate the risks associated with potential investments, including market, credit, and operational risks. Monitor the performance of existing investments and provide recommendations for adjustments based on changing market conditions.
• Client Interaction: Engage with clients to explain research insights, investment strategies, and market outlook. Respond to client inquiries regarding fund performance and market developments.
• Team Collaboration: Share insights and collaborate on broader market research initiatives.

What you'll need to bring:

• MBA (Finance) /CFA/NISM VA, Understanding of Mutual Funds, Markets.
• Experience in Mutual Fund Research.
• Strong analytical skills and ability to troubleshoot issues.
• Ability to communicate effectively and express complex ideas succinctly.
• Automating repetitive tasks.

What you get:

• Chance to be a part of a dynamic development team to build out next-gen fintech products.
• Opportunity to influence the design of the product.
• Flat org structure.