Financial Portfolio Manager

7 days ago


Gandhinagar, India beBeeInvestment Full time

Seeking a detail-driven and analytical individual to fill an Investment Analyst position.About the RoleThe ideal candidate will possess strong financial acumen, be self-motivated, and have a keen eye for investment advisory. This role offers the opportunity to work on investment proposals, client engagement, and portfolio management.Key Responsibilities:Investment Advisory & Client EngagementAnalyze and present market data insights to inform portfolio recommendations.Pitch books and investment presentations will be prepared for clients.Cultivate strong relationships with clients through effective communication and strategy implementation.Financial Research & AnalysisConduct fundamental and technical analysis of equities and alternative investments.Demonstrate an understanding of debt securities and YTM calculations.Portfolio & Risk ManagementDevelop strategic portfolio allocation plans.Leverage AI-powered risk profiling tools to optimize portfolio performance.Capstone ProjectCreate an investment proposal for a client, including tailored portfolio recommendations.We provide hands-on experience in investment advisory, portfolio construction, and risk analysis.



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