€¢ Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
€¢ Be an integral member of the advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
€¢ Deliver sound investment advice and strategies based on market performance
€¢ Develop and implement project management methodologies and best practices to build on the team€™s skills and abilities
€¢ Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards
€¢ Currently handling portfolio of above 10CR in equity and giving consistent returns on quarterly basis.
€¢ Preparation of detailed financial statements and in-depth Analysis & Valuation of companies under coverage.
€¢ Working independently on companies for preparing detailed financial models and preparing detailed equity research reports.
€¢ Preparing peer comparison analysis to identify the potential company for investment, following every news for the same.
€¢ Tracking major events across global markets, specifically equity markets and analysing their effects on the local stock markets and related asset classes.
€¢ Analysing stock specific movements.
€¢ Tracking sharp movements on certain stocks, and analysing daily, monthly movements and finding reasons for the same.
€¢ New Stocks idea generation