Equity Research & Portfolio Management Associate (Family Office)

CTC : Rs.2.2- 3.6 Lakhs per annum (depending on the experience level) (Fixed + Variable)

Location : Bangur Avenue, Kolkata

About the Role

We are looking for a full-time Equity Research & Portfolio Management Associate to independently manage day-to-day activities related to our investment portfolio in the Indian equity markets. The ideal candidate is financially strong, analytically sharp, reliable and genuinely passionate about public markets.

The role requires the individual to take ownership of researching new investment opportunities, monitoring existing positions, executing trades, and managing all related documentation, reporting, and compliance. While guidance will be available, the candidate is expected to function proactively and independently, with strong discipline and decision-support capabilities.

This is a high-responsibility role and an excellent opportunity for someone looking to build a long-term career in equity research, trading, and portfolio management in a focused, professional environment.

Key Responsibilities

• Conduct daily research on equity markets, sectors, and individual companies.
• Identify new investment opportunities and present clear, data-backed recommendations.
• Track existing portfolio positions and advise on exits, trims, or additions.
• Execute buy / sell orders during market hours after discussion and approvals.
• Analyse quarterly results, and industry updates.
• Maintain and update portfolio trackers, P&L, capital gains documentation, and trade logs.
• Prepare weekly performance updates and monthly reports.
• Evaluate and take positions in derivatives (futures & options) - to be explored.
• Coordinate with brokers, platforms, and financial institutions for all operational matters.
• Ensure compliance with regulations, documentation, and tax-related paperwork.

Requirements