Dhanvesttor - Fund Manager

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Role & responsibilities:

• Analyse financial data to build detailed research reports and financial models.
• Identify and evaluate investment opportunities across market conditions.
• Assist in building and managing client portfolios aligned with investment goals.
• Design tailor-made portfolios for clients.
• Monitor investment performance on an ongoing basis.
• Prepare accounting statements, performance reports, and projections.
• Ensure strict adherence to PMS and other applicable financial regulations.

Preferred candidate profile:

• Bachelors degree or masters degree in Accounting or Finance.
• Chartered Financial Analyst (CFA)/Financial Risk Manager (FRM)/Chartered Accountant (CA).
• At least 5 years of overall Stock Market work experience with at least 2 years of experience as Investment Advisor, Assistant FundManager, Fund Manager, or Portfolio Manager.
• Ability to prepare various financial reports and presentations.
• Proficiency in Microsoft Office Suite of Products (particularly Excel).
• In-depth know-how of world & national news, pressing issues and performances.
• Ability to understand and predict stock market performance.