Strategic Portfolio Manager

1 day ago


Gurgaon, Haryana, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Specialist Job Description

This role is responsible for managing and maintaining investment portfolios on behalf of clients. The Investment Specialist will analyze financial data, identify trends, and make informed investment decisions to maximize returns while minimizing risk.

  • Financial Analysis: Conduct thorough analysis of financial data to understand market trends, client goals, and risk tolerance.
  • Investment Decision Making: Make sound investment decisions based on in-depth research and analysis, considering factors such as liquidity provisions, minimum investment requirements, and risk-return analysis.
  • Portfolio Management: Structure and maintain investment portfolios aligned with client objectives and risk profiles.
  • Client Communication: Provide regular performance updates, explain complex financial concepts in a clear and concise manner, and ensure clients are well-informed throughout the investment process.
  • Regulatory Compliance: Ensure all investments adhere to regulatory requirements and internal policies.


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