Lucknow Uttar Pradesh Equity research analyst Jobs – 2 Open Jobs Today

Mutual Fund Research Analyst
V6 ARTHGYAN LLP —Lucknow, Uttar Pradesh
- ₹2,00,000 - ₹3,00,000 a year
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Quick apply
7d
Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM
TATA Capital —Lucknow, Uttar Pradesh
- Full-time
- Bachelor's degree

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Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM
TATA Capital —Lucknow, Uttar Pradesh
Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

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Mutual Fund Research Analyst

V6 ARTHGYAN LLP
Lucknow, Uttar Pradesh

Quick apply

Job details

Full-time
₹2,00,000 - ₹3,00,000 a year
7 days ago

Qualifications

Microsoft Excel
Finance
Master's degree
M.Com
Bachelor's degree
MBA

Full job description

Location: Lucknow (Work from Office)
Experience: 1–2 Years (Freshers not eligible)
Employment Type: Full-Time
Salary Range: INR 2LPA - INR 3LPA (based on interview performance and experience)

Key Roles & Responsibilities

Conduct research and analysis of Mutual Fund schemes across Equity, Debt, Hybrid, and Thematic categories using both quantitative and qualitative parameters, fund manager performance, portfolio composition, and market outlook.
Prepare portfolio review reports and recommend suitable scheme additions, exits, replacements, and asset allocation strategies aligned with client risk profiles and investment goals.
Track SEBI/AMFI regulations, fund manager changes, portfolio reshuffles, NFO launches, and other industry developments impacting investment decisions.
Monitor macroeconomic and financial market developments, including RBI policies, interest rates, repo rates, inflation, GDP, FII/DII flows, currency movements, and global market events to assess their impact on mutual fund categories.
Build, maintain, and regularly update research reports, scheme comparison sheets, AMC analysis, model portfolios, investment watchlists, and internal research databases.
Analyse and compare investment opportunities across asset classes, including Equities, Bonds, ETFs, Gold, REITs/InvITs, and other market-linked investment products to support informed mutual fund recommendations.
Support Relationship Managers with research-backed investment recommendations, client portfolio reviews, performance analysis, and portfolio rebalancing.
Assist in creating investor education material, market presentations, reports, and data-driven content in collaboration with the marketing team.

Mandatory Qualifications & Skills

Graduate/Postgraduate in Finance, Commerce, Economics, or a related field.
Strong knowledge of the Indian Mutual Fund ecosystem (SEBI regulations, SIP/STP/SWP, taxation, AMC/RTA structure).
Advanced MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, Charts, Data Analysis, etc.
Good understanding of Equity, Debt, Bonds, ETFs, Gold, REITs/InvITs, and financial markets.

Preferred Qualifications & Skills

Graduate/Postgraduate in MBA (Finance), CFA, CFP, or M.Com preferred.
NISM Series V-A Certification (mandatory before or within 3 months of joining).
Additional NISM certifications (Research Analyst, Equity Derivatives, etc.) will be an added advantage.

Pay: ₹200,000.00 - ₹300,000.00 per year

Work Location: In person

Quick apply

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equity research analyst jobs in lucknow uttar pradesh

Mutual Fund Research Analyst

Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM

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