CFO,CFP,Portfolio Manager

Imperial Money Pvt Ltd

our strategy and people help us deliver the industry’s most successful top-down, bottom-up investment process. now, we are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. • effectively use metrics and data visualization to report progress and support data-driven decision-making at the team or organization level

• be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth

• deliver sound investment advice and strategies strategy based on market performance

• manage the day-to-day operations of the portfolio, establish the working plan of each project phase

• analyze and appraise the effectiveness of sales methods, costs, and results

• facilitate project review and checkpoint meetings• bachelor’s degree in finance or related field

• current certificates, which may include cfa, cfp, caia

• 1-2 years of financial or investment experience

• knowledge of securities, insurance, and mutual fund industries

• personal integrity and the ability to keep client and company confidences

• proficient with financial planning software

• Experience

  1 - 2 Years

• No. of Openings

  1

• Education

  B.Com, Chartered Accountant, M.B.A/PGDM, M.Com, Post Graduate Diploma

• Role

  Portfolio Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office