Portfolio Investment Manager

2 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000
Unlock New Opportunities

As a career professional, you're likely looking for a role that will unlock new doors and provide you with the chance to grow. In our Portfolio Management Services (PMS) team, we cater to high net worth individuals, offering them expert investment advice and management.

The ideal candidate will have a sound understanding of equity markets, strong analytical skills, and the ability to work independently. Our team is responsible for managing day-to-day investment activities, providing research support to financial market teams, and presenting PMS frontline activities.

  • Back up Financial Market/dealer role: Provide critical support to the financial market team in managing their daily activities.
  • Liaisoning with PMS operations/Sales team/PMS vendor: Build strong relationships with internal stakeholders and external vendors to ensure seamless communication and collaboration.
  • Independently manage PMS frontline activities: Take ownership of key tasks and responsibilities, working closely with the team to achieve goals.
  • Research support to FM for idea generation/managing portfolios: Provide valuable insights and recommendations to inform investment decisions.
  • PMS Presentation/data collation & updation: Develop engaging presentations and accurately update data to support business needs.
  • Strong numerical skills and analytical abilities: Apply mathematical concepts and analytical techniques to drive business outcomes.
  • Good Verbal & Written Communication Skills: Effectively communicate complex ideas and negotiate with various stakeholders.
Requirements

To succeed in this role, you'll need:

  • CA/MBA/CFA, PMS certifications are required.

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