Investment Portfolio Assistant

2 weeks ago


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

We are seeking an Investment Portfolio Assistant to join our team at Dhanvesttor (Bathwal Corp). As an Assistant Fund Manager, you will be responsible for assisting the fund management team in providing powerful insights in different market conditions, searching for appropriate and new stocks, and making effective portfolios to manage client funds.

Key Responsibilities:
  • Assist the fund management team in exploring investment opportunities for Dhanvesttor's clients.
  • Assist the fund management team in making informed decisions when building and managing client portfolios.
  • Analyze financial data to build effective research reports and financial models.
  • Closely monitor the performance of investments.
  • Build financial models to support investment decisions.
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 work experience with at least 2 years of experience as an Assistant Fund Manager or Portfolio Manager.
  • Ability to prepare various financial reports and presentations.
  • Proficiency in Microsoft Office Suite of Products (particularly Excel).
Preferred Attributes:
  • Good organizational skills and ability to prioritize even when multitasking.
  • Excellent communication and listening skills (both verbal and written).
  • Strong sense of decision-making (driven by wisdom and rationale and not by emotions and feelings).
  • Sense of urgency and ability to meet deadlines.
  • Time management skills.
  • Effective accountability and responsibility towards the finance team of Dhanvesttor.
  • Profound honesty and integrity.
  • Ability to think out of the box and understand the causes of things.
  • Resonance with the larger vision and mission of Dhanvesttor.
About Us:

Dhanvesttor (Bathwal Corp) is a leading investment management company that provides powerful insights in different market conditions, searching for appropriate and new stocks, and making effective portfolios to manage client funds.



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