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.

📌 Fund Manager (Kolkata)
🏢 Dhanvesttor
📍 Kolkata