Job Description
Role & responsibilities:
Analyse financial data to build detailed research reports and financial models.
Identify and evaluate investment prospects 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)

📌 Dhanvesttor Fund Manager Kolkata
🏢 Dhanvesttor
📍 Kolkata