Portfolio Manager

Desvelado Advisory Pvt. Ltd.

We are looking for a Portfolio Manager who will assess our clients risk tolerance and perform significant market research to develop portfolios that maximize their financial onsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients overall investment objectives.

A Portfolio Managers responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients overall objectives.

Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.

Role & Responsibilities:

Should have mandatory experience of Stock Broker/ Investment Advisor or Fund Manager.

Provide client consultation to develop investment objectives

Provide advice and guidance for investment opportunities to customers

Generating an investment policy statement, outlining our clients investment objectives.

Constructing successful investment portfolios informed by market conditions and economic trends.

Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.

Create reports on investment performance and activity

Communicate with clients about their accounts, market conditions and economic trends

Manage equity and bond portfolios to maximize investment returns

Commensurate acceptable levels of risk based on client instructions

Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.

Handle financial products as required

Work together with investment research teams to identify investment opportunities

• Experience4 - 5 Years
• No. of Openings1
• EducationM.B.A/PGDM
• RolePortfolio Manager
• Industry TypeBanking / Financial Services / Stock Broking
• Gender[ Male / Female ]
• Job CountryIndia
• Job TypeWork from Office