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 (India)
🏢 Kredent trading
📍 India