Associate/Sr. Associate Portfolio management

1 week ago

Haridwar Noida, India Investors Clinic Full time

Job Description Key Responsibilities - Portfolio Monitoring: Assist in tracking and analyzing client portfolios, including performance, risk, and allocation. - Investment Research: Conduct research on financial markets, instruments, and investment opportunities. - Client Reporting: Prepare reports and presentations on portfolio performance, asset allocation, and investment recommendations. - Risk Management: Assist in assessing portfolio risks and ensure compliance with investment guidelines and regulatory requirements. - Transaction Support: Support portfolio managers in executing trades, reviewing transactions, and reconciling accounts. - Data Management: Maintain accurate records of portfolio holdings, client details, and market data. - Process Improvement: Identify and implement process improvements to enhance efficiency and accuracy in portfolio management operations. - Collaboration: Work closely with relationship managers, analysts, and other internal teams to provide seamless service to clients. - Client Interaction Support: Assist in client meetings by providing relevant portfolio insights, analytics, and reporting materials.

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