Portfolio Manager - Financial Instruments - CA/CFA/IIM/MDI/ISB/FMS

Job Description:

We are looking for a suitable candidate for the post of Portfolio Manager - Financial Instruments. The candidate will be responsible for tracking macroeconomic environment, sectoral trends and company-specific developments. An ideal candidate should be able to prepare management notes and maintain financial models.

Preferred Candidate:

- The ideal candidate should be having relevant experience of minimum 3 years. We are flexible to look at younger candidates with exceptional zeal and desire to excel in their careers. The candidate should come from following domains: Equity Research, Asset Management, Investment Banking and Private Equity.

- The candidate should be willing to relocate to Jaipur.

- Age is no bar and qualification should be MBA from a premier institute, bachelor's degree from top University, CA or CFA.

- Excellent written and verbal English communication skills. Knowledge of Arabic will be an added advantage.

- Excellent command over Microsoft Office and proficiency in secondary research.

- Should be comfortable in creatively interpreting large amounts of qualitative and quantitative data and possess analytical/problem-solving skills.

Duties and Responsibilities:

- Providing inputs to ensure dynamic asset allocation in line with the stated strategy.

- Research industries and prepare regular update notes for key happenings and trends.

- Study macroeconomic trends and prepare recommendations on investment portfolios.

- Study Company profiles and prepare Management notes & Investment collateral documents.

- Speak with target startups/organizations and source Joint Venture/ deal opportunities.

- Summarizing equity research reports, quarterly updates, event updates.

- Maintaining financial models, virtual portfolios, running back-tests and applying valuation techniques.

- Preparing strategy documents for the organization and on specific deals.

- Prepare investment committee reports and presentations.