Actively Frame equity investment strategy at a firm level.
 Initiation and maintenance of research through end-to-end reports on companies/sectors, including a
thorough analysis of business drivers, macro events, industrial and regulatory developments,
competitive positioning, and relative analysis with peers.
 Client Equity portfolio management includes identifying investment opportunities and designing
deployment/ Exit strategies for the client portfolio, client & prospect meetings.
 Detailed coverage of portfolio stocks falling under PMS and preparing buy side report with
recommendations.
 Analysis of macroeconomic events, regulatory framework and capital markets. Maintaining research
data and tracking corporate results and events on a day-to-day basis. Build and maintain financial
models for research
 Interaction with company management on one on one basis, also attending broker conference and
analyst meets to understand about company fundamentals.
 Monitor market risk and exposures and generate regular reporting on underlying exposure across
mandates.
 Mentor Junior fund managers/analysts.
 Remain compliant with the firm's risk framework and adhere to wider regulatory requirements.
 Create sustainable relationships with our customers through regular portfolio reviews.
 Assist Senior RM in managing client relationships. This includes client & prospect meetings.
 Participates in special projects, and strategic department initiatives, and other duties as assigned.

Alternates| Equities| Wealth

Dolat Capital Market Pvt. Ltd.
A Wing -1203, 12th floor Naman Midtown, Senapati Bapat
Marg Prabhadevi, Mumbai 400013
Preferred Skills:
 9-14 years of relevant experience in Portfolio Management/Asset Management and analysing
managing equity portfolios.
 Expertise in Equities analysis is required.
 Knowledge of portfolio management principles and techniques.
 Familiarity with Bloomberg, Excel is a must. Data analysis and programming skills are an advantage.
 Good understanding of High-Net-Worth Wealth Management.
 Outstanding analytical and problem-solving abilities.
 Good interpersonal skills with a team player attitude.
 Excellent verbal, written communication and listening skills.
 Possession of CFA charter would be a plus but is not a mandatory requirement.