Key Responsibilities

- Manage and monitor equity investments, portfolios, and market-related activities.

- Conduct research and analysis on stocks, companies, sectors, and market trends.

- Prepare daily, weekly, and monthly investment MIS reports for management.

- Track portfolio performance, returns, exposure, and investment performance against benchmarks.

- Develop and maintain Excel-based financial models, dashboards, and investment reports.

- Analyse financial statements, company performance, valuation metrics, and key financial ratios.

- Prepare investment-related presentations and management reports with meaningful insights.

- Monitor market movements and provide relevant updates to the investment/research team.

- Maintain accurate and timely investment data and ensure the integrity of MIS reports.

- Coordinate with internal teams regarding portfolio data, transactions, reconciliations, and reporting requirements.

- Identify trends and variances in investment data and highlight key observations to management.





- Support the preparation of stock pitches, equity research reports, and relative valuation analysis.

- Ensure timely submission of all investment and management reports.

- Stay updated on developments in the Indian equity market, sectors, and companies.

Key Requirements

- CFA Qualified

- Graduation in Finance, Commerce, Economics, or a related field

- 5–6 years of relevant experience in investment management, equity research, stock broking, wealth management, or financial services

- Solid knowledge of the Indian stock market and investment products

- Experience in preparing and analysing investment MIS and portfolio reports

- Excellent knowledge of MS Excel, financial analysis, and reporting

- Ability to interpret financial and investment data and present insights to management

Pay: ₹70,000.00 - ₹80,000.00 per month

Work Location: In person

📌 Investment research and MIS Manager (Kolkata)
🏢 Kredent trading
📍 Kolkata