
Portfolio Manager Position
1 week ago
We are seeking a dynamic professional to lead and expand our business.
- Develop end-to-end strategies, engage clients, provide investment advice, and coordinate with internal teams.
Key Responsibilities
- Drive advisory business for clients focusing on strategy development and portfolio performance.
- Provide non-binding investment advice and obtain necessary approvals before executing trades through brokers.
- Develop and refine investment strategies aligned with clients' risk profiles and portfolio objectives.
- Interact regularly with investors to discuss strategy, market views, and portfolio performance.
- Collaborate closely with research, operations, and trading teams to ensure efficient implementation of investment ideas.
- Build and scale the advisory vertical by identifying opportunities and enhancing client experience.
Requirements:
- Deep understanding of capital markets and equity strategies.
- Prior experience in fund advisory, portfolio management, or investment strategy.
- Excellent communication and relationship management skills.
- Strong analytical skills with the ability to translate market insights into actionable portfolio advice.
- CA/ CFA qualification.
- 13-17 years of experience in fund advisory, portfolio management, or related field.
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