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2.0 - 6.0 years

0 Lacs

vasco da gama, goa

On-site

As an Investment Portfolio Assistant, you will be responsible for assisting in the oversight and management of an investment portfolio. Your key duties will include conducting monthly performance checks of the portfolio, understanding and analyzing investment products such as Equities and Fixed Income, and studying new investment opportunities and avenues. Additionally, you will be required to liaise with external Wealth Managers and banks to facilitate trades and investments, as well as assist management with necessary paperwork and reporting of fund performance, ideas, and analysis. You will also be responsible for the management and updating of excel file formats. The preferred candidate ...

Posted 3 months ago

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