Functional Title: Senior Investment Associate 
Corporate Position: Junior Officer or Officer  
Required No: 2  

Garima Capital Limited is a Merchant Banker, licensed by Securities Board of Nepal (SEBON)  to render 'Portfolio Management Services' (PMS). It has also obtained Depositary Participant  License from CDS & Clearing Ltd. to render DP Services. Moreover, the company has obtained  Fund Manager and Depository Licenses from SEBON to manage Mutual Funds. Company is  on the verge of obtaining full-fledged Merchant Banking License. The Company is located at  Kamalpokhari, Ward-01, Kathmandu, Nepal.  

Our core team comprises of qualified finance and investment professionals which shall enable  us to provide prompt and thorough service to our valued clients. We encourage an open and  collaborative working environment in which everyone has the opportunity to deliver their best.  We foster professionalism, excellence, cooperation among our employees and high standards  of business ethics.  

Position Summary:  

We are searching for a Senior Investment Associate to evaluate and research trends and  opportunities for our PMS clients. In this role, you will perform research, valuations, and  appraisals of financial instruments, markets, and businesses and interact with other team  members to deliver quality investment directives to our clients and business.  

You should be well-versed in portfolio management, have a keen eye for detail, and be  proactive in finding investment opportunities. A top-notch Senior Investment Associate is  expected to perform well under pressure, possess creative and analytical abilities and adapt  their thinking to quickly evolving scenarios.  

This position reports directly to the “Head - Investment Management Department”.  Duties and Responsibilities:  

The duties and responsibilities of a Senior Investment Associate includes:  

• Prepare, on a Suo-moto basis and/or as required by the Supervisor, the action and result  oriented ‘Investment Memo’, ‘Divestment Memo’, and ‘Trading Memo’ of the  securities for the client(s) portfolios. 
• Develop and communicate the strategy to generate alpha on the portfolios of client(s)  under its management.  
• Develop and communicate the strategy to make good any deviation as outlined and  suggested by the ‘Portfolio Performance Report’ forwarded by the separate Evaluation  Unit.  
• Communicate to the PMS Clients (either through phone call or visit) under its  management on a monthly basis about the performance and position of their portfolios.  
• Prepare the action oriented ‘Portfolio Rebalancing Report’ of the Clients on a periodic  basis.  
• Ensure the investment management activities are in full compliance to the Investment  Policy Guidelines and Standard Operating Procedures of the Company.  
• Monitor, on a regular basis, the client’s portfolio to make sure client’s portfolio growth  percentage is always above the benchmark followed/set by the Company.   Provide constructive suggestions/feedbacks to the supervisor in order to attain the  objective of maximization of client’s profitability in every favorable/unfavorable  situation.  
• Assist supervisor by collecting varieties of data, facts and other inputs in conducting  research for the purpose of selection of appropriate stocks while constructing the  portfolio of PMS clients.  
• Track, on a regular basis, the price movements of the recommended scrips in  Investment/ Divestment Memo and Stock Recommendation Memo and take investment  actions through consultation with the Supervisors after the recommended price targets  are reached.  
• Collect, verify, classify, analyze, interpret and communicate all the information of the  companies or any other sectors deemed material for investment/divestment decision.   Perform both fundamental and technical analysis of securities either listed or not, to  determine the potential investment/trade.  
• Assist the Department Head in determining the optimum investment strategy to be  taken under different market environment and movements.  
• Join the Meeting between and among the Department Team and other personnel of the  organization as and when needed.  
• Stay up to date with market developments, new investment products and all other areas  that can affect the markets.
• Ensure the proper documentation of the Investment management activities undertaken.  
• Report and communicate the daily performance and progress of the duties.  
• Carry out other assignment on case-to-case basis, as instructed by supervisor.  

Qualification and Experiences:  

• Masters or equivalent degree (Specialization in Finance and Investment).  
• At least 2 years of experience in the relevant field. 
• Age not exceeding 40 years. 

Required Skills and Attributes:  

• Sound knowledge of Investment and Securities Market of Nepal as well as International  Market.  
• Sound knowledge of Fundamental and Technical analysis.  
• Demonstrate knowledge about Accounting, Financial Modeling and Valuation  Techniques.  
• Report writing skills.  
• Sound Microsoft Office knowledge and skills.  
• Excellent communication skills (both written and spoken).  
• Learning attitude and self-motivated.  
• Ability to work in a Team as well as independent functioning.  
• Ability to demonstrate Adaptable and Flexible behavior.  
• Leadership skills.  

Salary and Benefits:  

As per Company's Policy.