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For Employers

Fund Manager

Recruitment Mantra HR Consultancy & Recruitment Agency

5 years

|

0 Lacs

greater kolkata area

Posted:1 day ago| Platform:

Apply

Skills Required

recruitment management data research reports design portfolios support portfolio valuation compliance finance accounting analysis reporting excel certification

Work Mode

On-site

Job Type

Full Time

Job Description

Recruitment Mantra Hiring Assistant Fund Manager / Fund Manager for Dhanvesttor

Key Responsibilities

Assist the fund management team in researching market trends and investment opportunities
Analyse financial data and prepare research reports and financial models
Identify and evaluate stocks and other investment instruments
Design and manage customised investment portfolios for clients
Support informed decision-making in portfolio construction and fund allocation
Monitor and review portfolio performance on a regular basis
Prepare financial statements, performance reports, and projections
Build and update valuation and financial models
Ensure compliance with PMS, SEBI, and other applicable financial regulations
Stay updated with national and global economic, political, and market developments

Eligibility

Bachelor’s or Master’s degree in Finance, Accounting, or a related field
CFA / FRM / CA or equivalent professional qualification
Minimum 5 years of experience in the stock market, with at least 2 years in portfolio management, investment advisory, or fund management
Strong financial analysis and reporting skills
Proficiency in MS Excel and other Microsoft Office tools
Relevant NISM certification as prescribed by SEBI
Sound knowledge of Indian and global financial markets

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Recruitment Mantra HR Consultancy & Recruitment Agency

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