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Fund Manager

Recruitment Mantra HR Consultancy & Recruitment Agency

5 - 7 years

Kolkata

Posted: 10/01/2026

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Job Description

Recruitment Mantra Hiring Assistant Fund Manager / Fund Manager for Dhanvesttor


Key Responsibilities

  • Assist the fund management team in researching market trends and investment opportunities
  • Analyse financial data and prepare research reports and financial models
  • Identify and evaluate stocks and other investment instruments
  • Design and manage customised investment portfolios for clients
  • Support informed decision-making in portfolio construction and fund allocation
  • Monitor and review portfolio performance on a regular basis
  • Prepare financial statements, performance reports, and projections
  • Build and update valuation and financial models
  • Ensure compliance with PMS, SEBI, and other applicable financial regulations
  • Stay updated with national and global economic, political, and market developments

Eligibility

  • Bachelors or Masters degree in Finance, Accounting, or a related field
  • CFA / FRM / CA or equivalent professional qualification
  • Minimum 5 years of experience in the stock market, with at least 2 years in portfolio management, investment advisory, or fund management
  • Strong financial analysis and reporting skills
  • Proficiency in MS Excel and other Microsoft Office tools
  • Relevant NISM certification as prescribed by SEBI
  • Sound knowledge of Indian and global financial markets

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