Manager- Investments

Ampl Resources; Kolkata District; On-site; INR 600,000 - 900,000; Full time

Job summary

Ampl Resources is seeking a detail-oriented professional to support equity research, monitor portfolio activities, and coordinate with advisors. The role requires strong financial modelling skills, Excel expertise, and familiarity with investment platforms and SEBI regulations.

The candidate will compile data, draft research notes, track market developments, and ensure timely execution of trades and reporting. Collaboration with cross-functional teams is essential to drive investment insights.

Qualifications

• Intermediate to advanced financial modelling.
• Advanced Excel for financial analysis and reporting.
• Working knowledge of investment software and MIS tools.
• Familiarity with BSE/NSE portals, Screener.in, and financial research platforms.
• Knowledge of SEBI regulations governing Mutual Funds, PMS, and AIFs.

Responsibilities

• Assist the HOD in equity research by compiling data, building financial models, and preparing peer comparison analyses.
• Track assigned sectors and highlight key developments, financial results, and market news.
• Prepare first drafts of investment notes and research summaries.
• Translate investment objectives into sectoral and thematic research plans, and monitor portfolio performance against benchmarks.
• Monitor daily portfolio P&L and corporate action calendars.
• Execute approved buy/sell transactions and ensure settlement within stipulated timelines.
• Track sector developments and elevate emerging risks and opportunities to senior management.
• Monitor PMS, AIF, and Mutual Fund NAVs and performance, highlighting underperformance where applicable.
• Coordinate with advisors, fund houses, and other investment partners.
• Schedule and coordinate meetings with advisors and AMCs, prepare meeting materials, and circulate minutes.
• Track action items from advisor meetings and ensure timely closure.

Skills

Financial modelling

Financial analysis

Research platforms

Regulatory knowledge

Team leadership

Budget monitoring

Stakeholder management

Reporting & analytics

Tools

Excel (Advanced)

Investment software

MIS tools

Screener.in

BSE/NSE portals

SEBI regulations

Job description

Research Support

• Assist the HOD in equity research by compiling data, building financial models, and preparing peer comparison analyses.
  • Track assigned sectors and highlight key developments, financial results, and market news.
  • Prepare first drafts of investment notes and research summaries.
  • Translate investment objectives into sectoral and thematic research plans, and monitor portfolio performance against benchmarks.

Portfolio Operations

• Monitor daily portfolio P&L and corporate action calendars.
  • Execute approved buy/sell transactions and ensure settlement within stipulated timelines.
  • Track sector developments and elevate emerging risks and opportunities to senior management.
  • Monitor PMS, AIF, and Mutual Fund NAVs and performance, highlighting underperformance where applicable.
  • Coordinate with advisors, fund houses, and other investment partners.

Advisor Coordination

• Schedule and coordinate meetings with advisors and AMCs, prepare meeting materials, and circulate minutes.
  • Track action items from advisor meetings and ensure timely closure.

Technical Skills & Tools

• Intermediate to advanced financial modelling.
  • Advanced Excel for financial analysis and reporting.
  • Working knowledge of investment software and MIS tools.
  • Familiarity with BSE/NSE portals, Screener.in, and financial research platforms.
  • Knowledge of SEBI regulations governing Mutual Funds, PMS, and AIFs.

• Strategy & Planning
  Translate strategy into departmental plans.
• Business Acumen
  Support tracking of business and industry trends to drive sustainable growth.
• Policy & Governance
  Implement policies, recommend improvements, and develop SOPs, note sheets, and processes aligned with strategic goals and business needs while ensuring compliance within predefined TATs.
• Team Leadership & Development
  Manage team performance, delegate tasks, and resolve queries.
  Recommend regular upskilling and reskilling programmes.
• Feedback & Performance Management
  Provide timely feedback, guidance, and direction to the team.
• Cost & Budget Management
  Prepare and submit budgets while optimizing costs, resources, and processes.
• Stakeholder Management
  Build and maintain effective relationships with internal and external stakeholders.
  Partner with leadership and cross-functional teams to ensure timely stakeholder response.
  Monitor costs and ROI.
• Reporting & Analytics
  Maintain accurate process documentation, trackers, and records.
  Prepare, analyze, and present MIS and performance metrics.