Job Description
Equity Fund Manager [CA / CFA Level 2 cleared]
nJoining Time: Immediate
nMinimum Qualification: CA / CFA - Level 2 and 3 years of relevant experience in equity research.
nSalary Range: As per industry standard
nLocation: Chennai
nCompany Description
nProsperity 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.
nFor more information please refer to our website: www.pwm-india.com.
nRoles and Responsibilities:
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- n
- 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.n
- Ability to analyze and interpret financial statements, economic data, and news regarding companies and industries.n




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

nPreferred Candidate Profile:
n• Robust quantitative skills
n• Proficiency in Microsoft Excel
n• Excellent written and verbal communication skills
n• Excellent un

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