
Expert Investment Strategist
2 days ago
Job Title:
Portfolio StrategistWe 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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