Chief Investment Strategist

11 hours ago

Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
Portfolio Manager Job Description", "

To succeed as a Portfolio Manager, you must have extensive experience in the securities market.

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  • A minimum of five years of experience is required in roles such as portfolio manager, stock broker, investment adviser, research analyst, or fund manager.
  • At least two years of relevant experience should be in portfolio management or investment advisory services, or areas related to fund management.
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The role demands exceptional skills and knowledge in finance, law, accountancy, and business management.

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  • Obtaining NISM XXI-B certification is mandatory.
  • You must possess a professional qualification in one of the above-mentioned fields or completion of the CFA program.
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Candidates must demonstrate strong leadership skills and be able to make informed investment decisions.

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  • Applicants must meet the minimum net worth requirement of Rs. 5 crores.
  • Net worth is calculated based on paid-up equity capital, free reserves, accumulated losses, and deferred expenditure not written off.
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As a Portfolio Manager, you will be responsible for ensuring compliance with regulatory requirements and maintaining investor trust.

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  • The applicant, its director, principal officer, compliance officer, or employees must not be involved in any litigation or convicted of any offense involving moral turpitude.
  • The applicant must be a fit and proper person, meeting the criteria outlined in Schedule II of the SEBI (Intermediaries) Regulations, 2008.
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Candidates interested in this challenging role should submit their CV for consideration.

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