Portfolio Analyst

3 weeks ago


Mumbai, India Client Associates Full time

Analyst support for the advisor/relationship team which will include:

- Generate portfolio reports of clients on monthly basis

- Analyze monthly portfolio and give recommendation to clients based on markets and proposed asset allocation

- Restructuring the portfolio according to changing market dynamics

- Coordinate with operations team on daily basis to execute transactions as per action plan

- Providing daily updates to the advisor/ relationship team on actionable/ open items and tracking/ resolving the same.

(ref:iimjobs.com)
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