Equity Research Analyst at Prosperity Wealth Management in Chennai

Equity Research Analyst [Min CFA Level 2 cleared.]

Joining Time: Immediate

Minimum Qualification: CFA - Level 2,  or 3 years of relevant experience in a equity research with a PMS provider. 

Salary Range: As per industry standard

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:

1. 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. 
2. Ability to analyze and interpret financial statements, economic data, and news regarding companies and industries.
3. Excellent written and verbal communication skills, with the ability to clearly present findings and recommendations to the portfolio management team and clients.
4. Collaborating with the research team to provide research support and staying up-to-date on market trends, economic developments, and investment opportunities. 
5. Monitoring and tracking the performance of invested stocks and sectors. 
6. Assisting in the preparation of quarterly updates for investors. 
7. Preparing client presentations and pitch materials, and presenting the same to prospective investors. 
8. 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