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Strategic Portfolio Advisor

2 weeks ago


Pune, Maharashtra, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 40,00,000

Job Title: Investment Strategist

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Are you interested in a challenging role where you can utilize your analytical skills to deliver actionable investment advice?

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As an Investment Strategist, you will play a key role in our organization by working closely with cross-functional teams to develop and implement strategic plans that drive business growth.

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Key Responsibilities:

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  • Develop comprehensive investment strategies for clients, incorporating market research, financial analysis, and risk assessment.
  • Analyze market trends, economic indicators, and other relevant factors to identify potential investment opportunities.
  • Collaborate with internal stakeholders to design and implement portfolio management solutions that meet client needs.
  • Present complex investment ideas and strategies to clients, using clear and concise language to ensure effective communication.
  • Stay up-to-date on industry developments, regulatory changes, and best practices in investment strategy and portfolio management.
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Requirements:

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  • Bachelor's degree in Finance, Economics, or related field.
  • 3+ years of experience in investment analysis, portfolio management, or a related field.
  • Strong analytical and problem-solving skills, with the ability to think critically and strategically.
  • Excellent communication and presentation skills, with the ability to effectively communicate complex ideas to both technical and non-technical audiences.
  • Proficiency in MS Office, including Excel, Word, and PowerPoint.
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What We Offer:

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  • A dynamic and supportive work environment.
  • The opportunity to work with a talented team of professionals.
  • A competitive salary and benefits package.
  • The chance to make a meaningful contribution to our organization's success.
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How to Apply:

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If you are a motivated and detail-oriented individual with a passion for investment strategy and portfolio management, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to us for consideration.