Financial Portfolio Manager

2 weeks ago


Gurgaon, Haryana, India Planify Capital Limited Full time

Planify Capital Limited seeks an experienced Financial Portfolio Manager to lead our investment team in achieving exceptional returns for our clients. As a key member of our organization, you will be responsible for managing investment portfolios, analyzing market trends, and implementing strategies that maximize returns while ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Portfolio Management: Develop and implement investment strategies to meet client objectives and maximize returns, monitor and adjust portfolio allocations based on market conditions and economic factors.
  • Research and Analysis: Conduct in-depth analysis of financial statements, market trends, and economic data, evaluate potential investment opportunities and perform due diligence on assets.
  • Risk Management: Identify, assess, and manage risks associated with investment decisions, develop and implement strategies to mitigate financial risks.
  • Client Relations: Communicate with clients to understand their investment goals and provide updates on portfolio performance, prepare and present investment performance reports to clients and stakeholders.
  • Compliance and Regulation: Ensure all investment activities comply with relevant regulations and internal policies, maintain accurate records and documentation of investment transactions.
  • Team Collaboration: Work closely with analysts, traders, and other investment professionals to inform investment decisions, mentor junior team members and provide guidance on investment strategies.

Qualifications:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field, a Master's degree or MBA is preferred.
  • Experience: 5-9 years of experience in investment management, fund management, or a related field, proven track record of successful portfolio management.

Estimated Salary: $120,000 - $180,000 per annum.


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