Recruitment Mantra Hiring Assistant Fund Manager / Fund Manager for Dhanvesttor
Key Responsibilities
- Assist the fund management team in researching market trends and investment opportunities
- Analyse financial data and prepare research reports and financial models
- Identify and evaluate stocks and other investment instruments
- Design and manage customised investment portfolios for clients
- Support informed decision-making in portfolio construction and fund allocation
- Monitor and review portfolio performance on a regular basis
- Prepare financial statements, performance reports, and projections
- Build and update valuation and financial models
- Ensure compliance with PMS, SEBI, and other applicable financial regulations
- Stay updated with national and global economic,
political, and market developments
Eligibility
- Bachelor’s or Master’s degree in Finance, Accounting, or a related field
- CFA / FRM / CA or equivalent qualified qualification
- Minimum 5 years of experience in the stock market, with at least 2 years in portfolio management, investment advisory, or fund management
- Strong financial analysis and reporting skills
- Proficiency in MS Excel and other Microsoft Office tools
- Relevant NISM certification as prescribed by SEBI
- Sound knowledge of Indian and global financial markets