Minimum Qualification: CA / CFA - Level 2 and 3 years of relevant experience in equity research.
/n
Salary Range: As per industry standard
/n
Location: Chennai
/n
/n
Company Description
/n
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.
/n
For more information please refer to our website:
/n
/n
Roles and Responsibilities:
/n
/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 prospects.
/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
/n
/n
Preferred Candidate Profile:
/n
Solid quantitative skills
/n
Proficiency in Microsoft Excel
/n
Excellent written and verbal communication skills
/n
Excellent understanding of financial statements
📌 Equity Fund Manager Chennai
🏢 Prosperity Wealth Management (India
📍 Chennai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.