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Long Only Equity Fund Manager | Scrabble

Posted on February 22, 2024

Job Description

<div>Actively Frame equity investment strategy at a firm level.<br />  Initiation and maintenance of research through end-to-end reports on companies/sectors, including a<br /> thorough analysis of business drivers, macro events, industrial and regulatory developments,<br /> competitive positioning, and relative analysis with peers.<br />  Client Equity portfolio management includes identifying investment opportunities and designing<br /> deployment/ Exit strategies for the client portfolio, client &amp;amp; prospect meetings.<br />  Detailed coverage of portfolio stocks falling under PMS and preparing buy side report with<br /> recommendations.<br />  Analysis of macroeconomic events, regulatory framework and capital markets. Maintaining research<br /> data and tracking corporate results and events on a day-to-day basis. Build and maintain financial<br /> models for research<br />  Interaction with company management on one on one basis, also attending broker conference and<br /> analyst meets to understand about company fundamentals.<br />  Monitor market risk and exposures and generate regular reporting on underlying exposure across<br /> mandates.<br />  Mentor Junior fund managers/analysts.<br />  Remain compliant with the firm&amp;#39;s risk framework and adhere to wider regulatory requirements.<br />  Create sustainable relationships with our customers through regular portfolio reviews.<br />  Assist Senior RM in managing client relationships. This includes client &amp;amp; prospect meetings.<br />  Participates in special projects, and strategic department initiatives, and other duties as assigned.</div> <div>Alternates| Equities| Wealth</div> <div>Dolat Capital Market Pvt. Ltd.<br /> A Wing -1203, 12th floor Naman Midtown, Senapati Bapat<br /> Marg Prabhadevi, Mumbai 400013<br /> Preferred Skills:<br />  9-14 years of relevant experience in Portfolio Management/Asset Management and analysing<br /> managing equity portfolios.<br />  Expertise in Equities analysis is required.<br />  Knowledge of portfolio management principles and techniques.<br />  Familiarity with Bloomberg, Excel is a must. Data analysis and programming skills are an advantage.<br />  Good understanding of High-Net-Worth Wealth Management.<br />  Outstanding analytical and problem-solving abilities.<br />  Good interpersonal skills with a team player attitude.<br />  Excellent verbal, written communication and listening skills.<br />  Possession of CFA charter would be a plus but is not a mandatory requirement.</div>
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