Investment Portfolio Strategist

3 days ago


Mumbai, Maharashtra, India Wealthy Nivesh Full time
Job Description

Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments. Our goal is to empower individuals by making complex financial matters easy to understand.

Salary: ₹12 Lacs - 18 Lacs per annum

Responsibilities:
  • Portfolio Management:
    • Develop and execute investment decisions to meet client and organizational objectives.
    • Create 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.
  • Team Collaboration and Leadership:
    • Mentor junior analysts and portfolio managers, fostering a culture of excellence.
    • Collaborate with other teams to align investment strategies with overall business goals.
Requirements:
  • Minimum 5+ years of experience 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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