Assistant Portfolio Manager

2 weeks ago


Kolkata, West Bengal, India Dhanvesttor (Bathwal Corp) Full time
Job Summary:

As an Assistant Portfolio Manager at Dhanvesttor (Bathwal Corp), you will play a pivotal role in supporting the fund management team in navigating various market conditions. Your key responsibilities will include assisting in the identification of investment opportunities, developing effective research reports, and creating financial models to inform portfolio decisions. To succeed in this role, you will need to possess a strong analytical mindset, excellent communication skills, and the ability to work effectively under pressure.

Key Responsibilities:
  • Analyzing financial data to build comprehensive research reports and financial models
  • Collaborating with the fund management team to explore investment opportunities and build client portfolios
  • Providing critical support in making informed decisions regarding portfolio construction and management
  • Monitoring the performance of investments and ensuring adherence to regulatory requirements

Requirements:
  • Bachelor's degree or master's degree in Accounting or Finance
  • Chartered Financial Analyst (CFA)/Financial Risk Manager (FRM)/Chartered Accountant (CA) certification
  • At least 5-10 years of overall stock market fundamental analysis experience, with a minimum of 2 years in a similar role
  • Excellent proficiency in Microsoft Office Suite, particularly Excel
  • Ability to understand and predict stock market performance

Desirable Attributes:
  • Strong organizational skills and ability to prioritize tasks effectively
  • Excellent communication and listening skills
  • Profound sense of decision-making and ability to think critically
  • Ability to work effectively under pressure and meet deadlines


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