Expert Investment Strategist

2 days ago


Gandhinagar, Gujarat, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,40,00,000

Job Title:

Portfolio Strategist

We are seeking a seasoned Portfolio Strategist to join our team. As a key member of our investment analysis team, you will be responsible for providing expert advice on portfolio optimization and management.

Key Responsibilities:

  • Conduct thorough analysis of client portfolios to identify areas for improvement and develop customized strategies to optimize returns.
  • Collaborate with portfolio managers to design and implement investment plans that align with client objectives and risk tolerance.
  • Monitor market trends and economic indicators to provide timely insights and recommendations to clients.
  • Develop and maintain relationships with clients to understand their investment goals and preferences.
  • Provide exceptional customer service and communicate complex financial information in a clear and concise manner.
  • Stay up-to-date with industry developments and best practices to ensure the delivery of high-quality services.

Required Skills & Qualifications:

  • Bachelor's/Master's degree in Finance, Economics, or related field.
  • Professional certifications (CFA, CAIA, CFP, NISM, etc.) preferred.
  • Minimum 2 years of experience in portfolio management, wealth management, or investment advisory.
  • Strong understanding of investment products, including Mutual Funds, Alternative Investment Funds, and Portfolio Management Services.
  • Excellent communication and interpersonal skills with ability to work effectively in a team environment.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and collaborative work environment.

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