Strategic Portfolio Manager

4 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 1,50,00,000
Portfolio Management Job Description

The job of a portfolio manager involves overseeing the investment portfolio of an organization or individual. This role requires strong analytical and decision-making skills, as well as excellent communication and leadership abilities.

Key Responsibilities:
  • Developing and implementing investment strategies that align with the client's goals and risk tolerance
  • Monitoring and evaluating the performance of investments on a regular basis
  • Identifying opportunities for growth and optimizing the portfolio accordingly
  • Providing regular updates and reports to clients on the status of their investments
  • Collaborating with other departments to ensure seamless execution of investment decisions
Required Skills and Qualifications:
  • Professional qualification in law, finance, accountancy, business management or CFA certification
  • At least five years of experience in related activities in the securities market, including portfolio management, stockbroking, investment advisory services, research analysis, or fund management
  • Proven track record of successful investment management and portfolio optimization
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed decisions
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders
Benefits:
  • Competitive salary and benefits package
  • Opportunities for career advancement and professional growth
  • Collaborative and dynamic work environment
  • Access to cutting-edge technology and resources
Others:

Applicants must meet the capital adequacy requirements, have necessary infrastructure, appoint a compliance officer, and have a fit and proper person. Interested candidates can apply by sharing their CV at a designated email address.

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