Optimize Your Investments

23 hours ago

Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000
Job Overview

Portfolio Investment Specialist

We are seeking a highly analytical and detail-oriented Portfolio Investment Specialist with strong expertise in portfolio optimization and deep knowledge of investment products.

  • Conduct thorough analysis of client portfolios to identify areas for improvement and implement strategic rebalancing techniques.
  • Research and due diligence on various investment products, including Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.
  • Monitor and track performance of client portfolios against benchmarks and market trends, providing actionable insights for informed decision-making.
  • Collaborate closely with portfolio managers to design customized investment strategies that meet clients' unique needs and goals.
  • Prepare detailed research reports, presentations, and client communications that clearly convey complex data and recommendations.
  • Support the creation of model portfolios and provide guidance on rebalancing strategies based on market movements.
  • Ensure compliance with regulatory frameworks and industry standards, maintaining the highest level of professionalism and integrity.
Key Qualifications

Required Skills & Experience

  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM) preferred, but not required.
  • Minimum 2-5 years of experience in portfolio management, wealth management, or investment advisory.
  • Strong understanding of portfolio optimization techniques, asset allocation models, and risk management principles.
  • In-depth knowledge of investment products, including Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.
  • Proficiency in financial modeling, MS Excel, and analytical tools (Bloomberg, Morningstar).
  • Excellent written and verbal communication skills, with ability to present complex data simply and effectively.
Why Join Our Team?

What We Offer

  • Opportunity to work with a dynamic team of experienced professionals in the finance industry.
  • Challenging and rewarding work environment that fosters growth and development.
  • Competitive compensation and benefits package.
  • Ongoing training and professional development opportunities.
About Us

Our Mission

We are dedicated to delivering exceptional investment solutions and unparalleled client service. Our mission is to empower our clients to achieve their financial goals through thoughtful, innovative, and expertly crafted investment strategies.

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