Investment Portfolio Manager

2 days ago


Gurgaon, Haryana, India Planify Capital Limited Full time

The Investment Portfolio Manager plays a pivotal role in driving strategic growth at Planify Capital Limited. This highly esteemed position involves spearheading the management of investment portfolios to achieve specified financial goals.

Key Responsibilities:

Portfolio Management

The Investment Portfolio Manager is responsible for developing and implementing investment strategies to meet client objectives and maximize returns. This includes monitoring and adjusting portfolio allocations based on market conditions and economic factors.

Research and Analysis

The ideal candidate will conduct in-depth analysis of financial statements, market trends, and economic data. They must also evaluate potential investment opportunities and perform due diligence on assets.

Risk Management

The Investment Portfolio Manager will identify, assess, and manage risks associated with investment decisions. They are expected to develop and implement strategies to mitigate financial risks.

Client Relations

This role requires excellent communication skills, as the manager will work closely with clients to understand their investment goals and provide updates on portfolio performance. They must also prepare and present investment performance reports to clients and stakeholders.

Compliance and Regulation

The Investment Portfolio Manager must ensure all investment activities comply with relevant regulations and internal policies. Accurate records and documentation of investment transactions are also crucial.

Team Collaboration

This role involves working closely with analysts, traders, and other investment professionals to inform investment decisions. The manager will also mentor junior team members and provide guidance on investment strategies.

Qualifications

An ideal candidate will possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or MBA is preferred. Additionally, they should have 5-9 years of experience in investment management, fund management, or a related field, with a proven track record of successful portfolio management.

A salary of approximately $120,000 per annum is estimated for this position, reflecting the company's commitment to attracting top talent and rewarding exceptional performance.



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