Family Office Portfolio Manager

4 days ago

Kolkata, West Bengal, India beBeeInvestment Full time US$ 12,00,000 - US$ 20,00,000

Our organization is seeking a highly skilled and experienced investment professional to join our team as a Family Office Head & Investment Analyst.

The ideal candidate will have a strong background in equity markets, deep value investing, and long-term vision. This role involves building financial models, maintaining databases, and conducting in-depth research on companies across various sectors.

Job Description

Responsibilities:

  • Interpreting balance sheets, profit and loss statements
  • Conducting research on companies across sectors
  • Building financial models and maintaining databases
  • Preparing initiation notes, quarterly result updates, and event updates
  • Aligning with fundamental research methodology in Porter's Five Forces, Moat Methodology, and return metrics
  • Performing deep industry research across sectors like banking, finance, pharmaceuticals, consumer goods, IT, and technology
  • Maintaining DCF models for each company and updating them quarterly
  • Understanding accounting policies and tax laws, and projecting balance sheet and profit and loss numbers for a company
  • Writing notes for IPOs and quarterly earnings
  • Creating PowerPoint presentations for pitching a company to clients
  • Learning data extraction software used for equity research and mutual fund research
  • Carrying out ratio analysis
  • Analyzing companies in the sector and aiding in preparing research reports
  • Recommending stock ideas backed up by sound, reliable, and logical research
  • Detailed review of financial statements, estimates, and projections
  • Writing quarterly reports covering quarterly results
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