- Full Time
Company Name : Guardian Capital Investment Advisors Pvt. Ltd. (part of Guardian Holdings)
Guardian Capital Investment Advisors is a renowned investment advisory and wealth management firm that has established a strong reputation in the last five years. Founded as a startup, the company has grown and expanded its services to provide comprehensive investment advice and management solutions to individuals, families, and institutions. With a dedicated team of experienced professionals and a proven track record of success, Guardian Capital Investment Advisors has helped its clients achieve their financial goals by offering customized investment strategies that align with their unique needs and objectives. As a result of its commitment to excellence and client-centric approach, we were voted the ‘best investment advisory firm’ in all of India by CNBC.
The role of the Portfolio Manager is for those who are currently working in research (with at least 5 years of experience) in a large company – who would like to move to a smaller, faster paced start up. This role is aimed at individuals who are interested in becoming fund managers.
Base salary range: 25L to 30L / year
- At least 5 year of experience in a PMS, AIF, mutual fund house, investment bank, or merchant bank with experience in research (examples: Marcellus, Ambit, Kotak, etc), or experience in research in ratings agencies such as Moody’s
- CFP professional with CA/MBA (from reputed university)
- Excellent communication and presentation skills
- Conducting research and analysis to identify investment opportunities and trends. Conducting research on individual companies and industries to gather information and insights that inform investment decisions.
- Developing investment strategies and creating investment portfolios that align with the fund's objectives.
- Monitoring the performance of the fund's investments and making adjustments as needed.
- Communicating with clients to provide updates on the fund's performance and to discuss investment decisions.
- Staying up to date on financial and economic developments that could impact the fund's investments. Staying up to date on industry trends and economic developments that could impact the companies they cover.
- Analyzing financial statements and other relevant data to assess the financial health and performance of companies.
- Developing financial models and forecasts to help determine the intrinsic value of a company's stock.
- Hiring Manager Details: