Investment Portfolio Manager

1 day ago


Noida, Uttar Pradesh, India beBeePortfolio Full time ₹ 3,00,00,000 - ₹ 5,00,00,000

About the Role

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  • The successful candidate will be responsible for managing investment portfolios on behalf of clients, ensuring that their financial goals are met and exceeded.">
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Key Responsibilities

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  • Develop and implement investment strategies based on client needs and risk tolerance">
  • Monitor and adjust portfolio performance regularly to ensure alignment with client goals">
  • Conduct thorough research and due diligence on potential investment opportunities">
  • Maintain accurate and up-to-date records of client interactions and portfolio performance">
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Requirements

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  • Bachelor's degree in finance, accounting, or related field">
  • Minimum 5 years of experience in portfolio management or a related field">
  • Professional certifications such as CFA or CAIA">
  • Demonstrated expertise in investment analysis and portfolio management">
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Preferred Qualifications

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  • Master's degree in finance or a related field">
  • Additional certifications such as CFP or PFS">
  • Experience working with high net worth individuals or institutional clients">
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What We Offer

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  • Competitive salary and bonus structure">
  • Opportunities for professional growth and development">
  • Collaborative and dynamic work environment">
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How to Apply

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Interested candidates should submit their resume and cover letter to the email address listed below.



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