CFO,CFP,Portfolio Manager

Imperial Money Pvt Ltd

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