Portfolio Management Specialist
22 hours ago
Wealthy Nivesh is a platform dedicated to simplifying the world of savings, taxation, and investments. Our mission is to empower individuals by providing uncomplicated solutions and making complex financial matters easy to understand.
Salary: ₹25 lakhs - ₹35 lakhs per annum
Job Description:
We are seeking an experienced Fund Manager to oversee and manage investment portfolios, ensuring optimal returns while mitigating risks. The ideal candidate will bring a strong background in portfolio management, investment analysis, and market research, combined with exceptional decision-making and leadership skills.
Key Responsibilities:
- Strategize and execute investment decisions to meet client and organizational objectives.
- Develop and manage diversified portfolios across asset classes such as equities, fixed income, and alternative investments.
Investment Strategy:
- Analyze macroeconomic trends, market conditions, and industry developments to identify investment opportunities.
- Create long-term strategies and tactical asset allocation models to achieve optimal performance.
Research and Analysis:
- Conduct thorough financial analysis, including company valuations, sector studies, and risk assessments.
- Stay updated on regulatory, political, and economic factors influencing the markets.
Client Engagement:
- Communicate investment strategies, portfolio updates, and performance reviews to stakeholders and clients.
- Address client queries, ensuring transparency and confidence in portfolio decisions.
Compliance and Risk Management:
- Ensure adherence to regulatory and organizational policies.
- Continuously monitor portfolio risks, implementing appropriate measures to safeguard assets.
Qualifications and Skills:
- Minimum 5+ years as a Fund Manager, Portfolio Manager, or Analyst.
- Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
- CFA, CA, or equivalent is highly preferred.
- Strong understanding of financial markets, instruments, and global economic trends.
- Proficiency in financial modeling, portfolio analysis tools, and risk management systems.
- Excellent communication, presentation, and decision-making skills.
- Ability to work under pressure and deliver results in dynamic market conditions.
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