Equity Fund Manager

Equity Fund Manager [CA / CFA Level 2 cleared]
Joining Time: Immediate
Minimum Qualification: CA / CFA - Level 2 and 3 years of relevant experience in equity research.
Salary Range: As per industry standard
Location: Chennai
Company Description
Prosperity Wealth Management is registered as a Portfolio Manager (vide registration number: INP000007049) with the Securities & Exchange Board of India. We currently operate the Prosperity Discovery Fund & Prosperity Titan Fund under our portfolio management service. The funds are underpinned by a value investing framework and a philosophy of growth at a reasonable price.
For more information please refer to our website: www.pwm-india.com.
Roles And Responsibilities
Conducting fundamental analysis of Indian listed companies and preparing research reports on stocks based on the analysis by utilizing various financial databases and research tools.
Ability to analyze and interpret financial statements, economic data, and news regarding companies and industries.
Excellent written and verbal communication skills, with the ability to clearly present findings and recommendations to the portfolio management team and clients.
Collaborating with the research team to provide research support and staying up-to-date on market trends, economic developments, and investment opportunities.
Monitoring and tracking the performance of invested stocks and sectors.
Assisting in the preparation of quarterly updates for investors.
Preparing client presentations and pitch materials, and presenting the same to prospective investors.
Staying informed about relevant regulatory guidelines related to Portfolio Management and ensuring that all sales activities and client interactions adhere to compliance requirements.
Preferred Candidate Profile
Strong quantitative skills
Proficiency in Microsoft Excel
Excellent written and verbal communication skills
Excellent understanding of financial statements
Skills: research,management,portfolio management

Work arrangement
No