our strategy and people help us deliver the industry’s most successful top-down, bottom-up investment process. Now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. • Effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level
• Be an integral member of our 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 strategy based on market performance
• Manage the day-to-day operations of the portfolio, establish the working plan of each project phase
• Analyze and appraise the effectiveness of sales methods, costs, and results
• Facilitate project review and checkpoint meetings• Bachelor’s degree in finance or related field
• Current certificates, which may include CFA, CFP, CAIA
• 1-2 years of financial or investment experience
• Knowledge of securities, insurance, and mutual fund industries
• Personal integrity and the ability to keep client and company confidences
• Proficient with financial planning software
Experience
1 - 2 Years
No. of Openings
1
Education
B.Com, Chartered Accountant, M.B.A/PGDM, M.Com, Post Graduate Diploma
Role
Portfolio Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office