Wealthy Nivesh | Fund Manager

4 days ago

mumbai, India Wealthy Nivesh Full time

Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering individuals to make informed financial decisions.


Salary: Open to discussion  


Attractive hike, incentive and ESOP provisions. 


Role Overview

We are seeking an experienced and results-driven Fund Manager to oversee and manage investment portfolios, ensuring optimal returns while mitigating risks. The ideal candidate will bring a strong background in portfolio management, investment analysis, and market research, combined with exceptional decision-making and leadership skills.  


Key Responsibilities:

1. Portfolio Management:

  • Strategize and execute investment decisions to meet client and organizational objectives.  
  • Develop and manage diversified portfolios across asset classes such as equities, fixed income, and alternative investments.  


2. Investment Strategy:  

  • Analyze macroeconomic trends, market conditions, and industry developments to identify investment opportunities.  
  • Create long-term strategies and tactical asset allocation models to achieve optimal performance.  


3. Research and Analysis:  

  • Conduct thorough financial analysis, including company valuations, sector studies, and risk assessments.  
  • Stay updated on regulatory, political, and economic factors influencing the markets.  


4. Client Engagement: 

  • Communicate investment strategies, portfolio updates, and performance reviews to stakeholders and clients.  
  • Address client queries, ensuring transparency and confidence in portfolio decisions.  


5. Compliance and Risk Management:

  • Ensure adherence to regulatory and organizational policies.  
  • Continuously monitor portfolio risks, implementing appropriate measures to safeguard assets.  


6. Team Collaboration and Leadership:

  • Mentor junior analysts and portfolio managers, fostering a culture of excellence.  
  • Collaborate with other teams to align investment strategies with overall business goals.  


Qualifications and Skills: 

  • Minimum 5+ years as a Fund Manager, Portfolio Manager, or Analyst.  
  • Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.  
  • CFA, CA, or equivalent is highly preferred.  
  • Strong understanding of financial markets, instruments, and global economic trends.  
  • Proficiency in financial modeling, portfolio analysis tools, and risk management systems.  
  • Excellent communication, presentation, and decision-making skills.  
  • Ability to work under pressure and deliver results in dynamic market conditions.  

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