Investment Portfolio Specialist

2 days ago


Mumbai, Maharashtra, India See & Recruit Full time

About the Role

We are seeking an Investment Portfolio Specialist to join our team at See & Recruit.

Job Description

  • Analyze and evaluate various investment opportunities across multiple sectors, focusing on fundamental long-only investments.
  • Develop a deep understanding of companies through operational and financial metrics analysis, aiming to generate significant alpha in the short to medium term.
  • Closely collaborate with senior fund managers on new stock selections, portfolio construction, active monitoring, and risk management.
  • Engage in regular portfolio reviews and communicate with clients and internal stakeholders regarding investment strategies, portfolio performance, market updates, and outlooks.
  • Maintain strong relationships with corporate entities, industries, and investors.
  • Work closely with the business team to convert client leads into conversions and manage client inquiries.

Requirements

  • Minimum 5-7 years of experience in a related field.
  • Relevant qualifications such as MBA, CA, or CFA.

Compensation and Benefits

The estimated annual salary for this position is around $120,000-$180,000 depending on location and experience.

This role offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.



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