Senior Investment Strategist

2 weeks ago


Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 2,50,00,000 - ₹ 5,00,00,000
Portfolio Manager Job Description

This role is responsible for overseeing investment portfolios, making informed decisions to optimize returns and minimize risk. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work effectively under pressure.

Key Responsibilities:
  • Develop and implement investment strategies that align with client goals and risk tolerance
  • Analyze market trends and economic indicators to inform investment decisions
  • Maintain accurate and up-to-date records of client portfolios and transactions
  • Communicate regularly with clients to provide updates on portfolio performance and address any concerns
Requirements:
  • Professional qualification in law, finance, accountancy or business management, or CFA charter holder
  • A minimum of five years of experience in related activities in the securities market, including portfolio management, stock brokerage, investment advice, research analysis, or fund management
  • Holding of NISM XXI-B certification
  • Fulfillment of capital adequacy requirements, with a minimum net worth of Rs. 5 crores
Benefits:
  • Opportunity to work with a dynamic team in a fast-paced environment
  • Competitive salary and benefits package
  • Ongoing training and professional development opportunities
Other Requirements:
  • No involvement in litigation or conviction for offences involving moral turpitude among the applicant, directors, PO, CO, or employees
  • The applicant is a 'fit and proper person' according to Schedule II of the SEBI (Intermediaries) Regulations, 2008


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