Strategic Investment Portfolio Manager
1 week ago
Company Overview:
Anand Rathi Share and Stock Brokers Ltd, a leading financial services firm, seeks an experienced Investment Portfolio Manager to join its dynamic team.
Salary: ₹25 Lacs - ₹30 Lacs per annum
Job Description:
We are looking for a skilled professional to lead the investment portfolio management function. Key responsibilities include:
- Developing and implementing strategic investment plans to achieve desired returns.
- Evaluating and selecting high-quality investment products, including Mutual Funds, PMS, and AIFs.
- Collaborating with fund managers to understand market trends and outlook.
- Maintaining accurate records of investment portfolios and providing regular updates to stakeholders.
- Engaging with clients to understand their investment objectives and preferences.
Required Skills and Qualifications:
To be successful in this role, you will need:
- A postgraduate degree in finance (MBA or CFA) with 3-5 years of relevant experience.
- Proven track record of managing investment portfolios with excellent returns.
- Strong knowledge of mutual funds, PMS, and AIFs, including taxation and scheme types.
- Excellent communication and interpersonal skills.
- Proficiency in Excel and ability to analyze complex data.
Benefits:
In addition to a competitive salary, we offer a range of benefits, including:
- A comprehensive training program to enhance your skills and knowledge.
- Ongoing support and mentorship from experienced professionals.
- A dynamic and collaborative work environment.
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