Strategic Investment Portfolio Manager

1 week ago


Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

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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