Asset Allocation Specialist

7 hours ago


Gurgaon, Haryana, India Planify Capital Limited Full time
Job Opportunity: Asset Allocation Specialist

We are looking for an experienced Asset Allocation Specialist to join our team at Planify Capital Limited.

- The successful candidate will have a strong background in investment management, fund management, or a related field.

Key Responsibilities:

  • Investment Strategy Development:
    • Develop and implement investment strategies to meet client objectives and maximize returns.
    • Monitor and adjust portfolio allocations based on market conditions and economic factors.
  • Risk Assessment:
    • Identify, assess, and manage risks associated with investment decisions.
    • Develop and implement strategies to mitigate financial risks.
  • Client Communication:
    • Communicate with clients to understand their investment goals and provide updates on portfolio performance.
    • Prepare and present investment performance reports to clients and stakeholders.
  • Salary: $180,000 - $250,000 per annum


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