Portfolio Management Specialist

5 days ago


Indore, Madhya Pradesh, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000
Job Description">Investment Associate and Portfolio Manager Role Overview

We are seeking a skilled Investment Associate and Portfolio Manager to join our team.

As an Investment Associate, you will play a crucial role in assisting our portfolio managers with various tasks related to investment analysis, portfolio construction, and client service. This includes researching investment opportunities, analyzing market trends, and communicating with clients to understand their needs and preferences.

The ideal candidate for this position will have a solid understanding of financial markets and instruments, as well as excellent analytical, communication, and interpersonal skills. They should be able to work effectively in a fast-paced environment, prioritize multiple tasks, and maintain accurate records.

">Required Skills and Qualifications">Education:
  • Bachelor's degree in Finance, Economics, or a related field
Experience:
  • Minimum 2-5 years of experience in investment analysis, portfolio management, or a related field
Skills:
  • Strong knowledge of financial markets, instruments, and regulations
  • Excellent analytical, communication, and interpersonal skills
  • Ability to work effectively in a fast-paced environment and prioritize multiple tasks
  • Proficiency in financial software and tools, such as Bloomberg and Excel


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