Head of Portfolio Management & Research

Job Description

Title: Head of Portfolio Management & Research

Company Name: A Renowned Brokerage House of a 1st Generation Bank

Vacancy: --

Age: 35 to 50 years

Job Location: Dhaka

Salary: Negotiable

Experience:

• At least 10 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking, Share Brokerage/ Securities House

• Master of Business Administration (MBA)

• CFA Level-2 / Level-3 will be added advantage

• Advance knowledge in MS Excel

• Knowledge in “R” will be considered as added advantage

• At least 10 years
• The applicants should have experience in the following business area(s): Investment/Merchant Banking, Share Brokerage/ Securities House

• Age 35 to 50 years

• Must have sound knowledge regarding trading rules & other concern regulatory in the capital market i.e., DSE, CSE, CDBL, BSEC etc.

Our Company is a fully owned subsidiary of a renowned 1st generation Bank and one of the leading Brokerage House of DSE and CSE. We are seeking dynamic, career-focused, and results-driven individuals to join our Business Development Team.

Key Responsibilities:

• Lead the research team to prepare research reports

• Develop Financial Model for Equity and Bond Valuation

• Analyze financial statement of the listed companies

• Prepare investment report and assist the Management in investment decision making

• Approaching clients’ needs diligently and guide them as per appropriate rules and regulations

• Develop and execute innovative business development strategies to grow equity and revenue

• Identify and serve High Net Worth (HNW) clients and their investment portfolios

• Supervise client portfolios across various equity and investment instruments

• Execute nationwide sales initiatives to expand the client base

• Maintain and nurture existing client relationships while attracting new funds to facilitate prudent investment decisions

• Conduct regular communication and meetings with existing and potential clients to explore business opportunities

• Collaborate with cross-functional teams on sales, trading, and related operational matters

• Ensure compliance with all relevant laws, regulations, and guidelines imposed by regulators

• Prepare periodic management reports as required

• Perform any other responsibilities assigned by the management.

• Mobile bill,Performance bonus,Provident fund,Weekly 2 holidays,Gratuity
• Festival Bonus: 2