Fund Manager

Recex.co; Kolkata; On-site; INR 600,000 - 1,000,000; Full time

Job summary

An innovative firm is seeking a dynamic Fund Manager to oversee the management of client securities and funds. This role requires a deep understanding of stock markets and analytical skills to evaluate stocks based on fundamental and technical parameters. The ideal candidate will have a strong background in fund management, investment advisory, and relevant professional qualifications. Join a forward-thinking team and make a significant impact in the finance sector while ensuring compliance with industry standards. This is an excellent opportunity for experienced professionals looking to advance their careers in a challenging and rewarding environment.

Qualifications

• 5+ years of experience in fund management or investment advisory.
• Professional qualification in finance or related fields.

Responsibilities

• Manage securities and funds for clients in the PMS.
• Ensure compliance with SEBI regulations.

Skills

Deep understanding of stock markets

Analytical ability regarding stock market

Fund management skills

Investment advisory skills

Education

CA, CS, CFA charter, or LL.B.

Postgraduate degree in securities market from NISM

Job description

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Job Role

The LLP is seeking a license from SEBI to set up a Portfolio Management Service (PMS). To augment our team, we are looking for a dynamic and result-oriented security market professional with the following credentials:

Job Description

The Fund Manager will be responsible for decisions related to the administration/management of securities/funds of the clients onboarded for PMS. The manager should also fulfill the 'fit and proper' criteria as set by SEBI.

Key Skills

• Deep understanding of stock markets (particularly listed) and its operations.
• Analytical ability regarding stock market, stocks.
• Analysis of fundamental and technical parameters of stocks based on price movements over time.
• Fund management, investment advisory, operational, and conversional skills.

Experience

• At least 5 years of working experience in:
• A fund house as a fund manager, or
• A reputed broking firm, or
• A SEBI registered research analyst, or
• A SEBI registered investment advisor.
• Minimum of 2 years of experience specifically in portfolio management, investment advisory, or related fund management areas.

Education

• Any professional qualification in finance, law, accountancy, or business management, such as CA, CS, CFA charter, or LL.B., or
• A postgraduate degree in securities market from NISM (duration > 1 year), or
• Relevant NISM certificate related to PMS as specified by SEBI.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Human Resources Services

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