Equity Fund Manager

Equity Fund Manager [CA / CFA Level 2 cleared]

Joining Time: Immediate

Minimum Qualification: CA / CFA - Level 2 and 3 years of relevant experience in equity research.

Salary Range: As per industry standard

Location: Chennai

Company Description

Prosperity Wealth Management is registered as a Portfolio Manager (vide registration number: INP000007049) with the Securities & Exchange Board of India. We currently operate the Prosperity Discovery Fund & Prosperity Titan Fund under our portfolio management service. The funds are underpinned by a value investing framework and a philosophy of growth at a reasonable price.

For more information please refer to our website: www.pwm-india.com.

Roles and Responsibilities:

• 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 opportunities. 


• 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:

• Strong quantitative skills

• Proficiency in Microsoft Excel

• Excellent written and verbal communication skills

• Excellent understanding of financial statements