
Portfolio Investment Specialist
18 hours ago
We are seeking a highly analytical and detail-oriented investment professional to lead our portfolio research efforts. The ideal candidate will have strong expertise in portfolio rebalancing, deep knowledge of investment products such as Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.
Key Responsibilities:- Conduct thorough analysis and optimize asset allocation to manage risk-adjusted returns.
- Perform in-depth research and due diligence on various investment products to support informed investment decisions.
- Monitor and track performance of client portfolios against benchmarks and market trends.
- Collaborate with investment managers to design customized investment strategies.
- Prepare comprehensive investment research reports, presentations, and client notes.
- Support in creating model portfolios and recommending rebalancing strategies based on market movements.
- Ensure adherence to regulatory frameworks and industry guidelines.
- Continuously monitor macroeconomic indicators, sectoral developments, and fund manager strategies to provide timely insights.
- Bachelor's/Master's degree in Finance, Economics, or related field.
- Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
- 2–5 years of experience in portfolio research, wealth management, or investment advisory.
- Strong understanding of portfolio rebalancing techniques and asset allocation models.
- In-depth knowledge of Mutual Funds, AIFs, and PMS structures, strategies, and regulatory aspects.
- Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar, etc.).
- Excellent written and verbal communication skills with ability to present complex data simply.
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Investment Portfolio Manager
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Healthcare Investment Specialist
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Portfolio Management Specialist
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Startup Investment Specialist
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Evaluating Future Investments
19 hours ago
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Portfolio Strategist
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Land Investment Strategist
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Financial Portfolio Strategist
3 days ago
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Senior Investment Manager
7 days ago
Alleppey, Kerala, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Financial Advisor RoleThe Financial Advisor plays a vital role in providing personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key Responsibilities:Client...