our strategy and people help us deliver the industrys 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 Bachelors 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, Post Graduate Diploma, M.B.A/PGDM, M.Com, CA
Role : Portfolio Manager
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India