01Responsibilities
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 prospects.
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:
Solid quantitative skills
Proficiency in Microsoft Excel
Excellent written and verbal communication skills
Excellent understanding of financial statements .
