CFO,CFP,Portfolio Manager

Imperial Money Pvt Ltd

our strategy and people help us deliver the industrys 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 Bachelors 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, Post Graduate Diploma, M.B.A/PGDM, M.Com, Chartered Accountant

• 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