Portfolio Manager

1 week ago


Jaipur, India Jaipur Rugs Full time

Objectives of this role

  • Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
  • Be an integral member of the 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 based on market performance
  • Develop and implement project management methodologies and best practices to build on the team’s skills and abilities
  • Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards


Responsibilities

  • Manage day-to-day portfolio activities and establish working plan for each project phase
  • Analyze and appraise sales methods, costs, and results
  • Facilitate project reviews and checkpoint meetings
  • Analyze key performance indicators to produce reports on portfolio and projects
  • Escalate issues that threaten portfolio and project success


Required skills and qualifications

  • Four or more years of experience in financial planning and investment
  • Certification in good standing, such as CFA, CFP, or CAIA
  • Knowledge of securities, insurance, and mutual fund industries
  • Personal integrity and an ability to maintain confidentiality of company and client information
  • Proficiency with financial planning software


Preferred skills and qualifications

  • Bachelor’s degree (or equivalent) in finance or related field


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