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Wave HR & Advisory Pvt. Ltd.
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Investment Portfolio Manager

Investment Portfolio Manager

Wave HR & Advisory Pvt. Ltd.

3 - 7 years

0 Lacs

maharashtra

Posted:2 weeks ago| Platform: Shine logo

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Skills Required

asset allocation financial planning wealth management portfolio management due diligence sales support research analytical skills integrity networking time management excel presentation skills equity markets debt markets product selection portfolio construction asset classes taxation implications portfolio software trust building selfdriven team player

Work Mode

On-site

Job Type

Full Time

Job Description

You will define the investment strategy and asset allocation based on prevailing market conditions. Stay updated with Equity and Debt markets by reviewing investment reports and participating in con-calls. You will develop and manage fund selection models, conduct product due diligence to understand qualitative aspects, and engage in financial goal setting and planning for clients. Prepare investment proposals accordingly. Ensure asset allocation and construct portfolios, review and rebalance portfolios as needed. Collaborate with the Sales Team to facilitate product penetration through product and research support. Your knowledge should encompass various asset classes like Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Have a deep understanding of Wealth Management products such as Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, and Listed Investments. Familiarity with taxation implications for different investment products is essential. Proficiency in Research and Portfolio Software like Morning Star, Invest well, Bloomberg, etc., is required. Demonstrate strong analytical and interpretative skills, integrity, ability to establish trust, self-drive, teamwork, networking skills, ability to work under time pressure, and meet deadlines. Possess strong Excel sheet and presentation skills. This is a full-time position with a day shift from Monday to Friday. The ideal candidate should have a minimum of 3 years of experience in Wealth Management and Private Banking as well as Investment Portfolio Management. The work location is in person.,

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Investment Portfolio Manager