Portfolio Manager

Company Description

Realty Assistant is one of India’s fastest-growing real estate advisory firms, trusted by over 30,000 clients. With a presence in 14 Indian cities and five global markets, along with partnerships with more than 350 top developers, the company excels in delivering end-to-end real estate solutions. Recognized with multiple awards, including "Real Estate Consultant of the Year" and "Best Employer Brand," Realty Assistant emphasizes trust, growth, customer satisfaction, and lasting value. Their client-focused approach covers property discovery, real estate consulting, and success in both commercial and residential markets. A certified Great Place to Work, Realty Assistant boasts a culture of collaboration, innovation, and employee excellence.

Role Description

This is a full-time on-site role for a Portfolio Manager located in Gautam Buddha Nagar. The Portfolio Manager will oversee client investment portfolios, ensuring optimal performance and alignment with client goals. Responsibilities include conducting financial analyses, evaluating and managing investments, monitoring market trends, and executing trading activities. The Portfolio Manager will also provide insights to clients, recommending strategies to achieve their financial objectives while maintaining regular communication to build trust and ensure client satisfaction.

Qualifications

• Strong analytical skills to evaluate financial data, assess market trends, and formulate investment strategies
• Experience and expertise in portfolio management and making informed financial decisions
• Knowledge of investments, including asset classes and market instruments, as well as trading concepts
• Excellent communication and interpersonal skills to interact with clients and colleagues
• Advanced proficiency in financial modeling tools and software is a plus
• Bachelor’s degree in Finance, Economics, or a related field; MBA or relevant certifications (e.g., CFA) preferred
• Strategic thinking, organizational skills, and a proactive approach to problem-solving