Portfolio Management Specialist

2 hours ago

vijayawada, India beBeeInvestment Full time

Job DescriptionWe are seeking a highly motivated and detail-oriented Portfolio Management Specialist to join our team. This is an excellent opportunity for a self-driven individual with strong analytical skills and a passion for investment analysis and advisory.Main Responsibilities:Client Interaction: Learn about client preferences and develop effective communication strategies to present investment recommendations.Investment Strategies: Assist in preparing pitch books and investment presentations, analyze market data insights, and participate in mock client meetings to refine presentation skills.Analysis and Reporting: Conduct fundamental and technical analysis of equities and alternative investments, understand debt securities, and compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio Optimization: Develop portfolio allocation strategies, perform risk profiling using AI-powered tools, and create a virtual portfolio allocating assets with near-live price feeds.Artificial Intelligence: Work on Virtual Risk Analyser and Virtual Portfolio Analyser projects to enhance portfolio management capabilities.Investment Proposal: Prepare an investment proposal for clients, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

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