Strategic Investment Portfolio Manager

2 days ago


Bengaluru, Karnataka, India Discoveries Quintessential Full time

Job Overview

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As a Strategic Investment Portfolio Manager, you will focus on crafting personalized investment plans for clients based on data-driven insights and market analysis. This role involves analyzing financial trends, researching emerging opportunities, and developing tailored investment strategies to support the mission of providing expert financial guidance.

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Key Responsibilities:

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  • Data Analysis & Market Research">
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    • Analyze large data sets to assess market conditions, securities performance, and investment opportunities.">
    • Stay updated on global economic, market, and industry trends to offer actionable insights.">
    • Publish reports and recommendations based on research to engage and educate clients.">
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  • Portfolio Curation & Investment Strategy">
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    • Develop investment portfolios based on data-driven insights, client risk profiles, and investment goals.">
    • Create personalized investment plans, balancing risk and return according to financial objectives and timelines.">
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  • Investment Opportunities Identification">
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    • Identify emerging financial opportunities that align with client goals and strategic objectives.">
    • Conduct in-depth market research to analyze trends in the financial sector, particularly in education financing and investment.">
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Basic Qualifications:

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  • Education: MBA in Finance, Economics, or a related field (specialization in Analytics and Data Science is a plus).">
  • Experience: Minimum 2+ years in equity research, investment analysis, or a related role within wealth management, private equity, or asset management firms.">
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Technical Skills:

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  • Advanced Excel skills; proficiency in VBA, Macros, SAS, or Python is a plus.">
  • Proven experience in analyzing, managing, and curating investment portfolios and strategies.">
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Estimated Salary: $80,000 - $120,000 per year

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Discoveries Quintessential offers a dynamic fintech environment with opportunities for growth and impact.



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