Job Description

Equity Fund Manager [CA / CFA Level 2 cleared]

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Joining Time: Immediate

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Minimum Qualification: CA / CFA - Level 2 and 3 years of relevant experience in equity research.

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Salary Range: As per industry standard

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Location: Chennai

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Company Description

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Prosperity Wealth Management is registered as a Portfolio Manager (vide registration number: INP000007049) with the Securities & Exchange Board of India. We currently operate the Prosperity Discovery Fund & Prosperity Titan Fund under our portfolio management service. The funds are underpinned by a value investing framework and a philosophy of growth at a reasonable price.

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For more information please refer to our website:

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Roles and Responsibilities:

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1. Conducting fundamental analysis of Indian listed companies and preparing research reports on stocks based on the analysis by utilizing various financial databases and research tools.
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2. Ability to analyze and interpret financial statements, economic data, and news regarding companies and industries.
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3. Excellent written and verbal communication skills,



with the ability to clearly present findings and recommendations to the portfolio management team and clients.
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4. Collaborating with the research team to provide research support and staying up-to-date on market trends, economic developments, and investment opportunities.
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5. Monitoring and tracking the performance of invested stocks and sectors.
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6. Assisting in the preparation of quarterly updates for investors.
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7. Preparing client presentations and pitch materials, and presenting the same to prospective investors.
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8. Staying informed about relevant regulatory guidelines related to Portfolio Management and ensuring that all sales activities and client interactions adhere to compliance requirements.
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Preferred Candidate Profile:

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• Robust quantitative skills

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• Proficiency in Microsoft Excel

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• Excellent written and verbal communication skills

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• Excellent understanding of financial statements

📌 Equity Fund Manager (Chennai)
🏢 Prosperity Wealth Management (India
📍 Chennai