Senior Investment Manager

3 weeks ago


Gurgaon, Haryana, India Planify Capital Limited Full time
Job Summary:

The Senior Investment Manager position at Planify Capital Limited is a key role responsible for overseeing the investment portfolios to achieve specified financial goals.

Key Responsibilities:

Portfolio Management:

  • Develop and implement investment strategies to meet client objectives and maximize returns.
  • Monitor and adjust portfolio allocations based on market conditions and economic factors.

Research and Analysis:

  • Conduct in-depth analysis of financial statements, market trends, and economic data.
  • Evaluate potential investment opportunities and perform due diligence on assets.

Risk Management:

  • Identify, assess, and manage risks associated with investment decisions.
  • Develop and implement strategies to mitigate financial risks.

Client Relations:

  • Communicate with clients to understand their investment goals and provide updates on portfolio performance.
  • Prepare and present investment performance reports to clients and stakeholders.

Compliance and Regulation:

  • Ensure all investment activities comply with relevant regulations and internal policies.
  • Maintain accurate records and documentation of investment transactions.

Team Collaboration:

  • Work closely with analysts, traders, and other investment professionals to inform investment decisions.
  • Mentor junior team members and provide guidance on investment strategies.


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