Portfolio Strategist

2 days ago


Chennai, Tamil Nadu, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Title: Portfolio Strategist

Job Description:

This role involves analyzing financial data and identifying opportunities in the US finance market. The ideal candidate will have expertise in reading and interpreting SEC documents.

Key Responsibilities:

  • Developing and implementing financial models to predict market trends
  • Reading and analyzing US SEC documents to inform investment decisions
  • Analyzing annual reports and identifying areas for improvement
  • Evaluating live model responses related to finance and providing answers to associated questions

Requirements:

  • Strong analytical skills and experience in financial analysis
  • Proficiency in reading and analyzing US SEC documents
  • Experience in investments and portfolio management
  • Excellent written and verbal communication skills
  • Ability to work independently and remotely
  • CFA Certification along with a Bachelor's degree in Finance, Economics, Business, or a related field
  • At least 8 years of investment analysis experience

Benefits:

This is a part-time remote opportunity that offers flexibility and autonomy. The ideal candidate will be self-motivated and able to work effectively in a remote environment.



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