Posted by
Posted in
Banking & Finance
Job Code
1653934

Description:
Essential Duties and Responsibilities:
- Assist their Fund Management team in exploring investment opportunities for clients
- Designing tailor-made portfolios for clients
- Assist their Fund Management team in making informed decisions when building and managing client portfolios
- Close Monitoring of performance of the investments
- Prepare accounting statements, other related reports and projections based on performance
- Build financial models
- Ensure adherence to Financial / PMS rules and regulations
Job Requirements:
- Bachelors degree or masters degree in Accounting or Finance
- Chartered Financial Analyst (CFA)/Financial Risk Manager (FRM)/Chartered Accountant (CA)
- At least 5 years of overall Stock Market work experience with at least 2 years of experience as Investment Advisor, Assistant Fund Manager, Fund Manager, or Portfolio Manager
- Ability to prepare various financial reports and presentations
- Proficiency in Microsoft Office Suite of Products (particularly Excel)
- In-depth know-how of world & national news, pressing issues and performances
- Ability to understand and predict stock market performance
Critical Skills and Attributes:
- Good organizational skills and ability to prioritize even when multitasking
- Excellent communication and listening skills (both verbal and written)
- Strong sense of decision making (driven by wisdom and rationale and not by emotions and feelings)
- Sense of urgency and ability to meet deadlines
- Time management skills
- Effective accountability and responsibility towards the finance team of the company
- Profound honesty and integrity
- Ability to think out of the box and understand the causes of things
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Posted by
Posted in
Banking & Finance
Job Code
1653934