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; 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&#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; 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>