Equity Fund Manager

Equity Fund Manager [CA / CFA Level 2 cleared]

Joining Time: Immediate

Minimum Qualification: CA / CFA - Level 2 and 3 years of relevant experience in equity research.

Salary Range: As per industry standard

Location: Chennai

Company Description

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.

For more information please refer to our website: www.pwm-india.com.

Roles And Responsibilities

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

• Strong quantitative skills
• Proficiency in Microsoft Excel
• Excellent written and verbal communication skills
• Excellent understanding of financial statements

Skills: research,management,portfolio management