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Dhanvesttor (Bathwal Corp)
Dhanvesttor - Fund ManagerDhanvesttor (Bathwal Corp) • Kolkata, India
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Dhanvesttor - Fund Manager

Dhanvesttor - Fund Manager

Dhanvesttor (Bathwal Corp) • Kolkata, India
30+ days ago
Job description

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.

(ref:iimjobs.com)

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Dhanvesttor - Fund Manager • Kolkata, India