Portfolio Management Specialist

22 hours ago


Mumbai, Maharashtra, India Wealthy Nivesh Full time

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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