Financial Portfolio Strategist

3 weeks ago


Gurgaon, Haryana, India PRP Full time
Job Summary:

We are seeking a skilled Financial Portfolio Strategist to join our team at PRP Wealth. As a key member of our investment management team, you will be responsible for managing in-house funds, cash flow, and placement of fixed deposits. Your expertise in investment & monitoring debt/equity mutual funds will drive the success of our clients.

Responsibilities:
  • Manage in-house fund of PRP Wealth, including cash flow management and placement of fixed deposits.
  • Monitor and sell listed equities, interact with merchant bankers to assist in strategic sale options.
  • Meet company management to gain insights into businesses.
  • Construct portfolios and engage in stock trading to capitalize on short-term opportunities based on technical and fundamental analysis.
  • Track macroeconomic variables and sector developments.
  • Conduct in-depth research on companies through financial statements and participate in calls and management meetings.
  • Stay up-to-date with market trends through interactions with mutual funds/AMCs, analysts, and fund managers.
  • Apply comprehensive analytical skills to assess and optimize investment opportunities within diverse asset classes.
  • Mitigate portfolio risks and implement strategies to eliminate volatility.
  • Provide holistic advisory services to ultra-high net worth individuals, families, trusts, and corporate entities.
Qualifications and Skills:

CFA/CA/MBA with 15-18 years of experience in portfolio management/fund management (with requisite NISM certification). Estimated salary: $120,000 - $180,000 per annum.


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