Investment Portfolio Manager

2 weeks ago


Delhi, Delhi, India Desvelado Advisory Private Limited Full time

Job Title: Portfolio Manager

About the Role:

Desvelado Advisory Private Limited is seeking a skilled Portfolio Manager to assess clients' risk tolerance and develop investment portfolios that maximize their financial gains. The ideal candidate will have a strong understanding of investment strategies and risk management, and will be able to craft investment packages and manage client expectations to achieve their overall objectives.

Key Responsibilities:

  • Assess clients' risk tolerance and develop investment portfolios that maximize their financial gains
  • Craft investment packages and manage client expectations to achieve their overall objectives
  • Work directly with clients to understand investment opportunities and set client expectations
  • Manage equity and bond portfolios to maximize investment returns and minimize risk
  • Communicate with clients about their accounts, market conditions, and economic trends

Requirements:

  • 2-5 years of experience as a Portfolio Manager or Executive
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Masters degree in business, finance, investment, or a related field

About Us:

Desvelado Advisory Private Limited is a leading financial advisory firm that provides personalized investment solutions to our clients. We are committed to helping our clients achieve their financial goals through our expertise and experience.



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