Portfolio Manager

Job location : Kolkata

Position : Portfolio Manager

Experience : 3 to 5 years in financial planning and investments

Qualifications : B. Com, CFA / CFP / Similar

Preferred industry - Banking sector, Investment sector, Stock broking houses

Industry : Group of companies

Joining : As soon as possible

Preferred skills -

· Proven work experience as a Portfolio Manager or similar role

· Strong understanding of investment strategies and risk management

· Excellent verbal and written communication skills

· Strong analytical and problem-solving skills

· Knowledge of securities, insurance, and mutual fund industries

JD:

· Research and present investment strategies along with risk and return profiles,

· Research on the tax implications of investment decisions,

· Provide insights and guidance on financial planning and investment opportunities,

· Create reports on investment performance and activities,

· Create reports on market conditions and economic trends,

· Identify and cultivate new opportunities,

· Manage equity and bond portfolios to maximize investment returns,

· Analyze key performance indicators to produce reports on portfolio and projects,

Assess acceptable levels of risk based on Management’s instructions

Job Type: Full-time

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

• Provident Fund

Ability to commute/relocate:

• Maniktala, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Notice Period
• Current Salary

Education:

• Bachelor's (Preferred)

Experience:

• Portfolio manager: 5 years (Preferred)
• Banking or Investment Sector: 5 years (Preferred)
• Stock Broking Sector: 5 years (Preferred)
• Create reports on investment performance and activities: 5 years (Preferred)
• Identify and cultivate new opportunities: 5 years (Preferred)
• investment strategies along with risk and return profiles: 5 years (Preferred)
• securities, insurance, and mutual fund industries: 5 years (Preferred)

Language:

• English (Preferred)

Location:

• Maniktala, Kolkata, West Bengal (Preferred)

Work Location: In person