Equity Portfolio Manager

4 days ago


Mount Abu, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 3,50,00,000

Job Title:

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We are seeking a skilled professional to fill the role of Equity Investment Manager. As an Equity Investment Manager, you will be responsible for managing the group's surplus cash balance and making informed investment decisions to achieve targeted returns.

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Key Responsibilities:

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  • To drill deep into company and sector dynamics, making detailed financial models and constantly monitoring the list of assigned companies.
  • Examining a company's financial reports, including balance sheets and cash flow statements.
  • Analyze financial statements and develop investment thesis when required.
  • Perform market and portfolio analysis to support the Equity investment decisions.
  • Provide continuous coverage on allocated industry sector and individual stocks; monitor earning results, Corporate actions analysis.
  • Macro event analysis and their potential effects on stock moves and directions.
  • Liaising with Backoffice teams to ensure timely trade processing.
  • Study and analyze the condition of the market and conducting detailed research on the financial, social, and economic data and information.
  • Portfolio maintenance including updating and monitoring of the portfolio.
  • To ensure all documentation is updated and maintained regularly.
  • Evaluate startups companies and prepare a detailed report to highlight the opportunities and risks; to justify investment thesis.
  • Staying up-to-date on industry developments and changes in the regulatory environment.
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Required Skills:

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  • CA / Full time MBA Finance with minimum 8 -12 years of experience.
  • Working experience of SAP.
  • Proficient in MS Office (Excel, PowerPoint, Word, etc.).
  • Communication skills – Should be able to convey effectively.
  • Strong interpersonal skills – ability to interact with a view to getting the job done across both external and internal stakeholders.
  • Listening skills – the role involves a lot of coordination across external & internal stakeholders & therefore listening to different viewpoints including its interpretation without which concluding or getting results will be difficult.
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