Fund Manager - Portfolio Management

Essential Duties and Responsibilities:

- Analyse financial data in order to build effective research reports and financial models.

- Designing tailor-made portfolios for clients.

- Assist our 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.

- Assist the Relationship Manager in client meetings and discussions, as and when required.

Critical Skills and Attributes:

- Good organisational skills and ability to prioritise 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 Dhanvesttor.

- Profound honesty and integrity.