Dados Technologies - Wealth Manager - Trade Brokerage & Mutual Funds

About Bullsmart :

Bullsmart is a fin-tech company that uses technology to help young people start investing. We provide equal investment service opportunities for investors who have started on their investments path. We share cutting-edge financial tech tools, brilliant investment ideas, and wealth growth opportunities with young investors.

Our Values :

We provide equal investment service opportunities to beginners who can enjoy all our premier investment services.

We offer abundant investment tools to guide investors to discover investment opportunities and make the decision right decision.

We deeply care about the growth of our investors. We wish to support them in understanding how to invest and foster their investment skills.

Wealth Manager :

- To create an analytical framework for portfolio risk and returns, monitor and manage portfolio risk, create sector notes, track sectoral opportunities using digital data, create an early warning signal matrix.

- Manage portfolio investments and operations for all offshore funds managed by VAM.

- Work closely with onshore team to screen credit opportunities and actively take part in the formulation, evaluation and articulation of appropriate private credit investment themes and strategies.

- Preparation of internal and external investment memos/communication on portfolio performance, investment opportunities, as well as investment themes.

- Independently handle end-to-end execution of new transactions and follow-on investments by coordinating with various internal/external teams.

- Active monitoring of portfolio performance through multiple modalities with a focus of creating and maintaining early warning signals/triggers for all investments. Proactively define and carry out corrective measures in the event of portfolio stress.

- Conduct peer set portfolio/performance benchmarking and track industry developments.

Required Skills :

- Qualified as a CFA / MBA / CA

- 5-8 years of experience in portfolio manager, wealth management, investment advisory.

- Good grasp of domestic and international fund and tax regulations

- Be brilliant with numbers, analyzing financial data, managing and interpreting data and solving problems to aid in taking investment decisions

- Present / articulate / position an idea compellingly with strong oral and written communication skills

- Be ambitious and passionate as we are and ability to work effectively under pressure.