Asset Allocation Expert

2 weeks ago


Gurgaon, Haryana, India Planify Capital Limited Full time

Planify Capital Limited is looking for a talented Asset Allocation Expert to join our investment team. In this role, you will be responsible for managing investment portfolios, monitoring and adjusting portfolio allocations based on market conditions and economic factors. You will work closely with our research team to analyze market trends and economic data, identify potential investment opportunities, and perform due diligence on assets.

Key Responsibilities:

  • Portfolio Management: Manage investment portfolios to meet client objectives and maximize returns.
  • Market Analysis: Analyze market trends and economic data to identify potential investment opportunities.
  • Risk Management: Identify, assess, and manage risks associated with investment decisions.
  • Client Communication: Communicate with clients to understand their investment goals and provide updates on portfolio performance.

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: $130,000 - $190,000 per annum.



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