Urgent Requirement For Portfolio Administrator

  • icon job experience 2 - 8 Years
  • icon job opening 1 Openings
  • icon salary 3.0 - 5.0 Lac/Yr
  • icon job posting Posted 11 days ago
  • Face-to-Face interview Face-to-Face interview
  • icon job location Churchgate, Mumbai
Key Skills

Investment Monitoring Account Reconciliation Performance Evaluation Quantitative Skills Database Management Data Analysis Regulatory Knowledge

Job Description

As a Portfolio Administrator, you will play a crucial role in managing and supporting investment portfolios. Your attention to detail and organizational skills will be vital in ensuring smooth operations and client satisfaction.

**Key Responsibilities:**

- **Manage Investment Portfolios:** You will be responsible for overseeing various investment portfolios, ensuring they are managed according to established guidelines and strategies.

- **Data Management:** Regularly update and maintain accurate portfolio data, ensuring all records are current and accessible for analysis.

- **Monitor Market Trends:** Keep a close watch on financial markets and economic trends to provide insights that guide investment decisions.

- **Client Communication:** Serve as the point of contact for client queries, addressing their concerns and providing updates about their portfolio performance.

- **Reporting:** Prepare detailed reports on portfolio performance, summarizing key metrics and insights to assist stakeholders in decision-making.

**Required Skills and Expectations:**

To excel in this role, you should hold a ., , or a related professional degree. A minimum of 2 to 8 years of experience in portfolio management or a similar field is required. Strong analytical and quantitative skills are essential, along with proficiency in financial software tools. You should possess excellent communication skills to interact effectively with clients and colleagues. A keen eye for detail, along with strong organizational abilities, will help you manage multiple tasks efficiently in a fast-paced environment. Candidate gender preference is male, and this is an office-based full-time role located in Churchgate.
  • Experience

    2 - 8 Years

  • No. of Openings

    1

  • Education

    Graduate (B.B.A, B.Com, Professional Degree)

  • Role

    Portfolio Administrator

  • Industry Type

    Chemicals

  • Gender

    Male

  • Age Limit

    25 - 32 Yrs.

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Benefits include

    Annual Bonus, PF

  • Face Interview Location

    Interviews at Churchgate office

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