Expert Investment Strategist

2 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

Investment Portfolio Manager

We are seeking a seasoned Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for monitoring and reviewing investment portfolios, providing customized investment insights and recommendations to clients, and assisting Relationship Managers in implementing investment strategies.

The ideal candidate will have a deep understanding of investment products, asset allocation models, and taxation on investments. They will also possess excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams and build strong relationships with clients.

Key Responsibilities:

  • Monitor and review investment portfolios to ensure alignment with client goals and risk tolerance
  • Provide customized investment insights and recommendations to clients based on their individual needs and circumstances
  • Assist Relationship Managers in implementing investment strategies and monitoring portfolio performance
  • Maintain and analyze portfolio data to identify trends and opportunities for growth
  • Develop and maintain strong relationships with clients and internal stakeholders to ensure effective communication and collaboration

Required Skills and Qualifications:

  • Deep understanding of investment products, asset allocation models, and taxation on investments
  • Excellent communication and interpersonal skills
  • Ability to work effectively with cross-functional teams and build strong relationships with clients
  • Strong analytical and problem-solving skills, with the ability to analyze complex data and develop effective solutions
  • Proficiency in financial modeling and data analysis tools, such as Excel and Bloomberg

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision coverage
  • Retirement savings plan with company match
  • Flexible work arrangements, including remote work options and flexible hours

Others:

  • Opportunities for professional growth and development, including training and education programs
  • Collaborative and dynamic work environment, with a focus on teamwork and innovation
  • Recognition and rewards for outstanding performance and contributions

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