Portfolio Strategist

3 days ago


Tiruppur, Tamil Nadu, India beBeeInvestments Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Investments Manager Position

We are seeking an experienced professional to fill the role of Investments Manager. This position requires a strong background in investment analysis and portfolio management.

The successful candidate will be responsible for:

  • Performance Reporting: Preparing regular performance reports for clients, including monthly and quarterly updates.
  • Investment Analysis: Analyzing the performance of various investment options and overall plans, providing insights and recommendations.
  • Data Collection: Gathering and verifying data from multiple sources, ensuring accuracy and completeness.
  • Client Communications: Developing and maintaining relationships with clients, providing exceptional service and support.
  • Team Leadership: Mentoring and leading a team of analysts, fostering a collaborative environment and promoting knowledge sharing.

Required Skills and Qualifications

  • Minimum 8+ years of relevant experience in investment analysis and portfolio management.
  • Graduate degree in finance (or equivalent) with progress towards CFA and CIPM certifications.
  • Strong analytical and problem-solving skills, with attention to detail and ability to multitask.
  • Excellent communication and interpersonal skills, with ability to work effectively with clients and colleagues.

Benefits

  • Competitive salary and bonus structure.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

Others

Able to work under strict deadlines and perform well under pressure.Exceptional time management and organizational skills.

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