HamburgerMenu
iimjobs
Job Views:  
532
Applications:  87
Recruiter Actions:  0

Job Code

1714546

Dhanvesttor - Fund Manager

Dhanvesttor (Bathwal Corp).5 - 10 yrs.Kolkata
Posted 1 month ago
Posted 1 month ago

Job Description:

Role & responsibilities:

- Analyse financial data to build detailed research reports and financial models.

- Identify and evaluate investment opportunities across market conditions.

- Assist in building and managing client portfolios aligned with investment goals.

- Design tailor-made portfolios for clients.

- Monitor investment performance on an ongoing basis.

- Prepare accounting statements, performance reports, and projections.

- Ensure strict adherence to PMS and other applicable financial regulations.

Preferred candidate profile:

- 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 FundManager, 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.

Didn’t find the job appropriate? Report this Job

Similar jobs that you might be interested in
Job Views:  
532
Applications:  87
Recruiter Actions:  0

Job Code

1714546

Loading chat...