Financial Strategist

5 days ago


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

Senior Fund Manager Job Description

Dhanvesttor (Bathwal Corp) is seeking a highly skilled Senior Fund Manager to join our team. As a Senior Fund Manager, you will be responsible for managing Equity Portfolios for HNI Clients and generating returns on the same.

Key Responsibilities:

  • Analyse financial data to build effective research reports and financial models.
  • Assist the Research team in exploring investment opportunities for Dhanvesttor's clients.
  • Take informed decisions when building and managing client portfolios.
  • Closely monitor the performance of the investments.
  • Build financial models to ensure adherence to Financial/PMS rules and regulations.

Requirements:

  • Bachelor's degree or master's degree in Accounting or Finance.
  • Chartered Financial Analyst (CFA)/Financial Risk Manager (FRM)/Chartered Accountant (CA).
  • At least 5 years of overall Stock Market Fundamental Analysis work experience with at least 5 years of experience as an Fund Manager or Portfolio Manager.
  • Ability to prepare various financial reports and presentations.
  • Proficiency in Microsoft Office Suite of Products (particularly Excel).
  • In-depth knowledge of world and national news, pressing issues, and performances.
  • Ability to understand and predict stock market performance.


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